At New Leaf Financial, our vision is to help you work toward achieving your financial goals. With over 20 years implementing financial strategies, we are committed to helping you develop and work toward your financial objectives. 

We will help you design the right blend of strategies to realize your life's dreams.

We help you by providing personal, comprehensive financial planning and solid investment and insurance products delivered to you by skilled, well-trained financial advisors. We understand that people are tired of products and services that only benefit the advisors.  Our mission is to first educate you so that you're equipped with the right knowledge to make the right decision for you and your family. 

Retirement Planning

Ideally, a successful retirement plan ought to be initiated very early in our work years.  Preferably at least from our early 30s.

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Women, Money, and Power

Single moms and other women are no longer sitting at home waiting for someone to provide for their well-being.  The financial landscape has changed and society is demanding that more and more family establish dual or multiple source of income.

Women are having to wear many hats as mom-in-chief and key bread-winner. 

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Financial Literacy

Financial literacy education is key to improving the financial stability for millions of Americans.  A strong financial education is one of the key components to financial success for the average consumer. 

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