Families
We help busy families achieve their dreams and goals. We guide you through your life’s journey with sound financial advice, helping direct you through both good times and challenging situations.
Next Generation Investors
If you're new to investing, you know it's important to have financial education and advice that works with your goals and ambitions. We’re committed to partnering with you to help guide you as you get started on your financial journey.
Pre-Retirees and Retirees
Your retirement goals are as unique as you are. We'll listen to your story and use our comprehensive planning process to craft a personalized retirement plan. You've worked hard and deserve to enjoy your retirement.
Business Owners
As a business owner, your time is precious and consumed with complex demands. Our team will take the time to craft thoughtful short and long-term plans to help you address your needs.
Foundations & Nonprofits
We have extensive experience advising private foundations and public charities, including their boards and investment committees, on the management and stewardship of their endowments.
2nd Opinion Investment Review
Get a thorough, studied analysis of your financial holdings to find missed opportunities and potential risks.
Comprehensive Retirement Income Plan
A comprehensive, personalized plan takes into account every aspect of your life so you can feel more secure about the years ahead.
Tax Efficient Lifetime Income Strategy
Strategic tax planning can help minimize your tax burden and extend the life of your retirement savings.
401(k) IRA Rollover & Consolidation*
If you have multiple retirement accounts, you may benefit from a rollover or consolidating your accounts.
*Other options include: leave the money in the current employer-sponsored plan, move it into a new employer-sponsored plan, or cash out the account value. Leaving money in the plan may provide special benefits including access to lower-cost investment options; educational services; potential for penalty-free withdrawals; protection from creditors and legal judgments; and the ability to postpone required minimum distributions. Whether to roll over your plan account should be discussed with your financial advisor and tax professional.
Silver Leaf Investment Advisors has created Quality Dividend Growth ETF model portfolios for advisors to replicate, offered at a flat fee. Advisors have full control, can implement it quickly for their business, let it help improve client satisfaction and performance, and use it to enhance client acquisition efforts.