When the markets turn as volatile and confusing as they have over the past years, even the most
patient investors may come to question the wisdom of the financial plan and investment plan they've
We work with people that recognize the need for quality and straightforward advice, people who are serious about using their financial resources to seek identified goals, and people who would like professional help in making intelligent financial decisions and in taking appropriate action.
At Silver Leaf Investment Advisors, our independence allows us to give you the best of two very different worlds - the focused attention and commitment to client care that comes from being a small business, combined with the resources and research sophistication of the nation's largest independent broker/dealer.
We'd like to help if we can, and to that end, here's what we offer: By appointment, you're welcome to schedule an initial 15-minute phone meeting. We'll ask you to outline your financial goals, and what your investment portfolio is intended to do for you. Then we'll summarize our philosophies and our financial planning-based approach to working with our clients.
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