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Leaves

Growing you from Seed to Retirement

About Us

​Established in March 2010, Three Leaf Financial is a financial planning firm that offers full-service solutions to clients, endowments, and corporations. Our goal to create tailored financial plans that are unique to each client's needs with a focus on investments, insurance, and planning. We pride ourselves on building lifelong relationships with our clients and making complex ideas easy to understand. As a licensed Fiduciary, we always put our clients' best interests first and provide disclosure of any fees or charges for implementation and management.

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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.

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