North Santa Rosa

Winning With Annalee

Annalee Leonard specializes in working with retirees and those preparing to retire to preserve their assets and help ensure that their money lasts.  The founder and President of Mainstay Financial Group,  Annalee has offices in Pensacola, FL and Mobile, AL and is licensed in insurance, investments and long term care solutions. Since 1990, Annalee has helped many of her clients lower their income taxes, reduce taxes on their Social Security income, and protect their estate values.  She has helped many retirees increase their legacy with their IRAs over multiple generations.

In 2009, Annalee was accepted into the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor Group™.  As a Master Elite IRA Advisor, Annalee is dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

Annalee is the host of her own radio show “Winning with Annalee”.  The show airs on Tuesday mornings from 10 to 11 on news Radio Pensacola 1620.

The Wall Street Journal recently (May 12, 2012) quoted Annalee on how she pulled together a team of professionals to enable one of her clients to  remain at  home instead of having to move to an assisted living facility.

Annalee has conducted hundreds of presentations on topics of interest to seniors such as estate planning, fixed annuities, long term care solutions, savings bonds, funeral trusts,  retirement planning and asset preservation. Through affiliation with several senior affinity groups, she presents a monthly program on a variety of financial topics relevant to seniors from Mobile, Alabama to Port St. Joe, Florida.

In addition to membership in Pensacola Impact 100, Annalee is an advisory board member of Suncrest Omni Home Health in Pensacola, FL and the Woman Agent Mentoring Network at Brokers International, Panora, IA

A native of Louisiana, Annalee has resided in the Pensacola area since 1990.  Her hobbies are golfing, enjoying the beach, travelling in her motor home and caring for her “business partners” and office entertainers, Beau, Jolie and Bella* (seen in the picture with Annalee).

  • This column was written By Annalee Leonard.  In 2009, Annalee was accepted into the nation’s most exclusive group of financial advisors — Ed Slott’s Elite IRA Advisor Group™.  As a Master Elite IRA Advisor, Annalee is dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs). Annalee is the host of her own radio show “Winning with Annalee”.  The show airs on Tuesday mornings from 10 to 11 on News Radio Pensacola 1620.  If you are nearing retirement and want more information on our classes being offered at Pensacola State College in Century or Pensacola please let us know. You can visit our web page at mainstayadvisors.com.  Please also see us on facebook and you tube.  Our phone number is 850- 437- 3127 in Pensacola or 251-607-7070 in the Mobile and surrounding Baldwin County area.
Posted by on Jul 2 2012. Filed under Local, Top News, Winning with Annalee. You can follow any responses to this entry through the RSS 2.0. You can leave a response or trackback to this entry

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