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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

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Interest Rates: Be Ready for Anything

There is a strategy to help bondholders limit the risk of continued low rates and put them in a position to benefit if the rates go higher.

Making Moves to the Money Market

Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.

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