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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

HOT TOPIC: How to Make the Most of the Payroll Tax Cut

Have you considered what you will do with the extra 2% in take-home pay that you will receive in 2011? An extra 2% might not seem like much, but it could be an opportunity to make a difference in your financial future.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

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