For nearly a decade, Leo Fintech Advisors has helped Arizona families and small-business owners build durable financial plans — without product pitches, hidden commissions, or jargon.
We work the way a trusted friend with a CFP® would — patient, plain-spoken, and always in your corner. No quotas, no proprietary products.
Retirement, cash flow, and investment guidance built around your actual goals — not a sales script.
Learn moreFederal and Arizona state tax planning for individuals, contractors, and pass-through entities.
Learn moreBookkeeping reviews, entity structuring, and financial-controls coaching for owner-operators.
Learn moreCoordinating with your attorney to make sure what you've built passes the way you intend.
Learn more529 plans, Roth-as-college strategies, and FAFSA-aware planning for Arizona families.
Learn moreAn honest second opinion on the life, disability, and umbrella coverage you already have.
Learn moreMost people don't need a 60-page financial plan. They need someone who will pick up the phone, explain the trade-offs in plain English, and help them act with confidence.
You'll always know what we're doing this week, why we're doing it, and what it costs.
A 30-minute, no-pressure conversation to see if we're a good fit.
You receive a written scope and a flat fee — no mystery line items.
We do the work alongside you, with weekly status notes and clear next steps.
Quarterly check-ins keep your plan aligned with real life.
"Karen treated our messy QuickBooks file like it was her own. Two months later, we finally understood our margin per project."
"I'd been told for years I needed a complicated trust. Leo Fintech walked me through a simpler structure that did the same job for a fraction of the cost."
"What I appreciated most was the honesty. They told me up front which services I didn't need to pay for. That alone earned my trust."
Book a free 30-minute consultation. No pitch, no obligation — just a real conversation about where you are and where you'd like to be.
Book your free call →