About Jeff P. Leone.

Jeff Leone,
Principal of Retire Write

I’m Jeff P. Leone, Principal of Retire Write, with over 24 years of experience in insurance, investments, and retirement planning. As an independent advisor and the principal of Retire Write I am dedicated to providing the most conflict-free advice to my clients, ensuring that their best interests are always my top priority.

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Jeff P. Leone,
Principal of Retire Write.

01.
Extensive Experience
Before establishing my independent practice, I received extensive training and served as an advisor and financial representative with renowned firms such as MassMutual and Northwestern Mutual. Additionally, I have worked internally at several leading insurance and investment companies, including Prudential, The Hartford, and MassMutual, where I contributed to various sales and service teams.
02.
Independent and Conflict-free Advice
My independence allows me to offer unbiased and personalized financial guidance, free from the constraints and conflicts of interest often found in larger institutions. This approach enables me to tailor strategies that align perfectly with my clients' unique financial goals and needs.
03.
Registered Representative with Portfolio Medics
In addition to my role at Retire Write, I am an Investment Advisor Representative with Portfolio Medics, a unique investment advisory boutique known for its innovative strategies. As a securities-licensed fiduciary (Series 65), I am legally obligated to act in my clients' best interests, helping them achieve gains while minimizing losses.
04.
Commitment to Excellence
My commitment to excellence and dedication to my clients' financial well-being have been the driving forces behind my career. At Retire Write, I strive to help retirees and pre-retirees secure a stable and prosperous future through personalized retirement income plans, conservative investment strategies, and comprehensive financial advice.