Michael Leonard

Financial Planner, Financial Services Representative

Domicile State: SC


My goal is to provide families and business owners  with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


  • Fixed and Variable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • Health Insurance
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Lump Sum Pension Distribution
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance
  • Managed Accounts
  • Wealth Management Services
  • Financial Planning
  • Investment Planning


  • Licensed to sell Life & Health Insurance in SC, NC & GA.
  • Registered to offer securities products in SC, NC & GA.
  • 10 Time Leaders Conference Qualifier 2009-2018
  • Member of Million Dollar Round Table
Phone Direct: (843) 670-3423