Copyright 2016 Three Leaf Financial. Investment Advisory Services offered through Brookstone Capital Management, LLC. (BCM), a SEC Registered Investment Advisor. Three Leaf Financial and BCM are independent of each other. This website is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives and investments are not suitable for all persons. For a complete description of investment risks, fees and services review the Brookstone Capital Management firm brochure (ADV Part 2) which is available from your Investment Advisor Representative or by contacting Brookstone Capital Management.  Three Leaf Financial is not endorsed by or affiliated with the Social Security Administration or any government agency. Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance or broker dealer services. Advisory clients are charged a fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer.

Growing you from Seed to

Retirement

We will design, implement and manage a formal investment strategy. While each investment account will have its own methodology and future purpose, we make sure each follows a risk-managed approach. As a Fiduciary, Derek will design portfolios based on your individual goals. 

We will evaluate, design, implement and manage a formal insurance strategy as part of your overall financial plan. Insurance products can be used for supplemental Income, Long Term Care costs or survivor-ship concerns.  Insurance should compliment the overall plan and goals.

The first step is to understand your goals, time horizon, resources and risk tolerance. This is how we begin to develop a long-term financial plan tailored to your specific needs. Each individualized plan will incorporate an appropriate mix of investments, insurance and planning. 

ABOUT US

Three Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. We work one-on-one with our clients and prospective clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals.  The practice continues to flourish because at it's core, it is built on a life-long relationship model and our ability to make complex ideas easy to understand. As a licensed Fiduciary, you can always count on your best interest being put first and that every plan is put in writing with clear disclosure of any fees or charges for implementation and management.  

10560 Main Street Suite 214

Fairfax, Virginia 22030

Tel: 703-273-2326

Fax: 703-738-7232

For Appointment Coordination & Scheduling:

Jason@ThreeLeafFinancial.com

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