How Gold Leaf Can Help You

Our lower risk investment strategy is coupled with customized service geared towards your personal circumstances: time horizon, income needs, and tax considerations. As your financial picture changes, Gold Leaf will assist you in making necessary modifications to your investment plan. We offer the following comprehensive investment services for:

Individuals

IRAs
IRA rollovers
SEP-IRAs
Keogh plans
Pension distributions
Personal savings
Trusts
Inheritances

Corporations

401(k) plans
Pension plans
Profit sharing
Money purchase
SIMPLE-IRAs

Charities

Endowments
Scholarship funds
Building funds
403(b) plans