Focus
Action
Integrity
Trust
Harmony

Let’s Succeed Together

Purpose

At L.M. Harwood, Inc. our goal is to be a support system and help you accomplish your hopes and dreams through F.A.I.T.H.

This is achieved by Focusing on your wants and needs and guiding you through the process of financial and life planning.

We believe taking Action is essential for the overall success of a plan.

Integrity and Trust are the foundation of our relationships with our clients, team, and partners.

When you work with us, you should expect a team collaboration with transparency and consistency- all parties working in Harmony.

F.A.I.T.H. in the process.

F.A.I.T.H. in our team.

F.A.I.T.H. in your ability.

Orange County Area
120 Vantis, Suite 300
Aliso Viejo, CA 92656
Phone: (949) 540-6733

Leilani Marques Harwood, MsPFP, MPAS®, CFP®
Email: leilani@lmharwood.com
CA Insurance Lic.#0G08928

San Diego County Area
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075
Phone: (858) 345-1001

Orange County Area
120 Vantis, Suite 300
Aliso Viejo, CA 92656
Phone: (949) 540-6733

Leilani Marques Harwood, MsPFP, MPAS®, CFP®
Email: leilani@lmharwood.com
CA Insurance Lic.#0G08928

San Diego County Area
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075
Phone: (858) 345-1001