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Wealth Accumulation Strategies
for Individuals and Small Businesses

WHY CHOOSE US TO MANAGE YOUR WEALTH?

Accountability:

As investment advisor representatives, we have certain fiduciary responsibilities to which we must adhere.  These are stricter standards than those required of a typical advisor, broker or registered representative.

Independence:

Greenleaf Financial Strategies is an independent investment advisory firm.  With no affiliation to a major brokerage house, we are free to select those investment vehicles that we believe represent the best fit for clients.

Value:

Our service is personal, our fees are modest, and we offer independent, unbiased, advice tempered by 25 years of experience.  We feel that presents a superior value in today's marketplace.
Newsletters

It's Not Too Late to Consider Life Insurance

Results from one survey suggest that confidence in financial security tends to increase as life insurance coverage increases.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

HOT TOPIC: What's Ahead for 2009

Economists believe the U.S. economy probably entered a recession in late 2008, but a recovery could be in motion by the second quarter of 2009. What else might 2009 have in store?

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

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