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.

Articles & Help

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If you would like to discuss any topics you read below, simply reach out to our office to schedule a no obligation 1-hour appointment. 703-273-2326

2019 Summer Newsletter Three Leaf Financial
Summer 2019 Three Leaf Financial Newsletter

Please enjoy our 2018-2019 Newsletter covering the lifestyle of a "Dual Resident", maintaining two homes. In addition to this, we cover "How to be prepared financially for 2019" and "How to write a Family Novel and why".  We hope you find value in the read. 

2018-Fall-OnWealth-Sauerwine-THUMBNAIL (
2018-2019 Three Leaf Financial Newsletter

Please enjoy our 2018-2019 Newsletter covering the lifestyle of a "Dual Resident", maintaining two homes. In addition to this, we cover "How to be prepared financially for 2019" and "How to write a Family Novel and why".  We hope you find value in the read. 

2018 Financial Newsletter
2017-2018 Three Leaf Financial Newsletter

Please enjoy our 2017-2018 Newsletter covering Retirement Savings at any age. There is guidance for Baby Boomers, Gen X'ers and Millennials. Additional topics included; protecting your financial life as a caregiver, tips for driving in winter weather and keeping your home ready for guests.

8 Principles of Investing
8 Timeless Principles of Investing 
 

Market movements, business decisions, economic events, politics, interest

rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on optimizing what’s in your control.

Investing in your 20's & 30's
Strategies for the Next Generation

Managing personal finances and investing provide many options for pursuing your wealth management goals by starting to address in your 20’s and 30’s. We wrote this guide to help you navigate the vast world of investing and personal finance so that you may successfully build toward your financial future.

ROBO Advisor
Why you need more than a ROBO Advisor

You may have read about the rise of “robo-advisors,” online investing platforms that use computer-generated algorithms to create strategies and manage your money.  The platforms provide simple portfolio management with little human interaction.