Silver Leaf Financial, Inc. focuses exclusively on the needs of the individual investor and his or her specific financial situation. Silver Leaf is a professional firm designed to assist investors in protecting their assets and standard of living. Additionally, Silver Leaf Financial, Inc. is an independent Registered Investment Advisor. We pride ourselves on being completely independent and objective, free from any 3rd party influence or conflicts of interest. We do not offer any proprietary investments. We do not hold any client funds. All client investments are held at very large, third party institutions.
Some of our Financial Services include the following, but not limited to:
- 403B / TSA Plans
- Alternative Investments
- Asset Protection
- College Funding
- Customized Investments
- Estate Planning
- Fixed Indexed Annuities
- Guaranteed Income
- Income Enhancement
- IRA & 401(K) Assets and Planning
- IRA, 401(K) and 403(B) Rollovers
- Lifetime Income Planning
- Private Wealth Management
- Retirement Income Planning
- Safe Money Options
- Social Security
- Tax Planning
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This website is a publication of Silver Leaf Financial, Inc.. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.
• Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.
• Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.
• Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
• Silver Leaf Financial, Inc. is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Registration with a state securities regulator does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.
Silver Leaf Financial is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.