Our Qualifications

Leonid Palanov has been in the Financial Services Industry for over 30 years.  He earned such industry designations as Chartered Life Underwriter and Chartered Financial Consultant and is an Investment Advisor Representative.  He is a member of NAIFA (National Association of Insurance and Financial Advisors) and GAMA (General Agents and Management Association).  He has received such industry recognition awards as National Management Award and Career Development Award.  He is currently the Principal of Family Financial Strategies located in Lebanon, NH.  In his practice, Leonid helps his clients determine what they desire to achieve; informs them as to what options and products are available; establishes ongoing working relationships with his client's other professionals (accountants, attorneys, etc.) as well as brings into the planning process specialists and professionals as needed; and assists clients in making an informed decision.  Leonid strongly believes that a rapidly changing economic environment and changing life-styles necessitate an annual review of client's goals and a systematic update of the tools that are used to achieve them.

 

Evan Leary was born and raised in NH and started in the business immediately after he graduated from Colby-Sawyer College (CSC) in 2011.  He studied Business and Philosophy at Colby-Sawyer. His work in the CSC Business Department earned him membership with Sigma Beta Delta - The International Honor Society in Business, Management and Administration.  He has a passion for working with good people and families concerned with personal accountability and planning for their future. In his work, he helps his clients make informed decisions and to be prepared for their future as they go through various lifestyle and life-cycle changes. Evan's insight aligns with, and mirrors Leonid's philosophical approach to financial planning.