Our Services

 

 

 

 

 

Greenleaf Financial Strategies, Inc. is dedicated to helping our clients achieve and protect their dreams.  Our commitment to our client and their families is the focus of our relationship as we work together to create a plan to accumulate and preserve wealth through a comprehensive planning process.  Our services include:

  • Wealth Accumulation
    • Investment Advisory/Management Services
    • IRA’s (both Traditional and Roth)
    • 401(k) Rollovers
    • Stocks & Bonds
    • Real Estate Investment Trusts (REIT)
    • Private Equity – Real Estate, Equipment Leasing, Oil and Gas
    • 1031 Exchange Programs - Real Estate
       
  • Wealth Preservation
    • Risk Management Planning
    • Insurance and Annuities
       
  • Planning
    • Financial Planning
    • Tax Planning
    • Estate Planning
    • Trust Services
    • Retirement Planning

We work with other trusted professionals to provide Accounting, Legal, Insurance and Mortgage services.