Not Sure About Your Medicare Choices?

Request a FREE Medicare Optimization Session

During your FREE Medicare Optimization Session, we will:

  • Determine when and how you need to enroll to avoid penalties and surprise expenses
  • Assess whether you could save money with a different plan if you’re already enrolled
  • Find out if you need Medigap coverage (or if it’s a waste of money for you)

Complete the form to request your FREE Medicare Optimization Session

Cain Leonard, CEP®, MCEP®
Leonard Wealth Management

With more than 30 years of experience in the financial services industry, Cain’s goal is simple - to help his clients achieve theirs.  In 1959, his father, Joseph “Joe” C. Leonard, started the practice right here in Lincolnton, with Cain joining him in 1984. Offering financial counsel has always felt more like a calling.

Cain runs an independent insurance agency that works to meet the unique needs and circumstances of seniors, families, and individuals in North Carolina, South Carolina, and Virginia by providing education and assistance for anyone seeking Medicare Insurance options. As an independent insurance agency, we act as advocates to help guide unbiased choices that align best with our client's long term financial, lifestyle and health care goals.

Request Your FREE Medicare Optimization Session