Copyright 2019 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, October 2019
Medicare Open Enrollment, Employees Take Note of Health Care Options, and Why Credit Scores Always Matter. 

Greenleaf Guide, September 2019
4 Financial Planning Rules of Thumb and Comparing Healthcare Documents.  

Greenleaf Guide, August 2019
Recession Predictions, Backdoor Roth IRAs, and Not-So-Safe Deposit Boxes.

Newsletters are for clients and prospective clients only. 
All copyright laws will be strictly enforced.