About Us
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At Gold Leaf Financial, we help people to sort out their financial world, manage taxes, invest for retirement and protect their family by using insurance. We are full service financial firm. As an independent licensed registered representative, our securities are offered through Sigma Financial Inc. Our affiliation with this nationally recognized independent firm allows us access to industry leading products and services. No proprietary products, no proprietary product quotas that some brokers are required to meet. Thus we have true independence which allows us, with confidence to manage each and every financial situation. Therefore, we always find ourselves on “the client’s side of the table” striving to find investment options that meet your needs and goals. Here are some of the services that we offer our clients:
- Financial Plans and Risk Analysis
- Retirement Planning and Retirement Accounts, including
o 401(k)s: Traditional & Roth
o IRAs
o IRA Rollovers
• Estate Planning including Trust management and referral to Estate Planning Attorneys plus help with estate settlements, management and reconciliations.
• Social Security – lifetime income evaluation & Medicaid planning.
• College & Higher Education Savings Plans
• Charitable Giving programs
• Tax-free & Tax-deferred Investments
• Stocks, IPOs and Bonds
• Annuities
• Mutual Funds
• Mediation & Arbitration
• Insurance
o Health Insurance referrals
As a final thought, all client information is confidential and never shared with other clients. We are never too busy to see if we can be a resource to your friends, family, or colleagues. The finest compliment you can give us is an introduction to someone you care about. Please don’t keep us a secret.
Please share your feedback and suggestions. Use our Contact Us page to tell us what we’re doing right or what we can improve on.