Growing you from Seed to
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.
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, endowments or corporations. We work one-on-one with our clients or board members 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 understanding and disclosure of any fees or charges for implementation and management.