Copyright 2020 Greenleaf Financial Group, LLC. All rights reserved. A Registered Investment Adviser (RIA) may only conduct business in a particular state after satisfying registration requirements of that state. Personalized investment advice and management shall not be provided without first complying with an applicable state’s investment advisory requirements. Registration information about Greenleaf Financial Group and its advisors can be found at www.advisorinfo.sec.gov.

Objective, thoughtful investment recommendations

and reviews

Our monthly newsletter, the Greenleaf Guide, is sent to our investment management clients. Each newsletter provides financial-planning insights and investment updates.

 

Recent Newsletter Archive 


Greenleaf Guide, February 2020
Coping with Falling Markets, Spending FSA Dollars, and Finding a New Tax Preparer.

Greenleaf Guide, January 2020

New Uses for 529 Accounts, Making an IRA to Charity Transfer, and Writing Your Last Letter.

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Greenleaf Guide, December 2019

Retirement Legislation Set to Pass, Plus Help with Pet Insurance. 

 



Newsletters are for clients and prospective clients only. 
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