Photo: Jim Dee, Greenleaf Financial Senior Advisor with Jamie Greenleaf, Lead Advisor and Principal of Cafaro Greenleaf.
Cafaro Greenleaf (CG), a leading national advisory firm headquartered in Red Bank, NJ, has announced it will be offering personal financial planning services through Greenleaf Financial (GF), an independent financial advisory firm providing services in financial wellness, investment management, insurance strategies, and retirement planning for individuals. Cafaro Greenleaf, a widely recognized pioneer in the retirement plan industry, is offering these services to address the financial needs of many of the participants in the plans they advise. They recognize the fact that true financial well-being and retirement readiness incorporates both company sponsored benefit plans and outside considerations. CG is very excited to help people understand how their corporate retirement plan integrates with their complete personal financial picture.
Greenleaf Financial’s mission is to advance “Financial Wellness and Awareness” for companies and their employees while providing guidance to help them achieve their financial and life planning goals. They understand that everyone is different and strive to understand each individual’s unique goals, issues and aspirations. As independent registered investment advisors, Greenleaf Financial offers a comprehensive planning package, which includes investment planning, retirement income solutions, estate planning and much more.
In addition to this new service, GF will be conducting free monthly educational webinars, The Greenleaf Financial Fitness Series, designed to educate employees on issues and challenges that cause the most financial stress.
“Our mission has always been to help hard working individuals retire with dignity. We recognize retirement is not a destination but a journey and we are excited to help our employers and employees with these added services,” said Jamie Greenleaf, Lead Advisor and Principal of Cafaro Greenleaf.
Jim Dee, Greenleaf Financial Senior Advisor said, “Greenleaf Financial is excited to offer our comprehensive financial planning services to so many hard working people. We believe our Financial Wellness approach is a valuable extension of the excellent work Cafaro Greenleaf has been doing in retirement plans for over 35 years. We are confident that our services will help people reach their goals and achieve financial peace of mind.