2555 E. 55th Pl., Suite 213
Indianapolis, IN 46220
Phone 317-253-0544

1239 S Rimpau Blvd.
Los Angeles, CA 90019
Phone 323-395-8801


Our monthly newsletter, the Greenleaf Guide, is sent to our investment management clients. Each newsletter provides financial-planning insights and investment updates.



Recent Newsletter Archive


  Greenleaf Guide, March 2017 - Get the Most Out of a Costly Education, plus Kids, Meet Warren Buffet and Last-Minute HSA Contributions.

  Greenleaf Guide, February 2017 - Tax Season is Scam Season -- How to Stay Safe. Plus, Why Create a Brief Medical Fact Sheet and How Often You'll Receive a Social Security Statement.

  Greenleaf Guide, January 2017 - 2016 Tax Forms, Why Take a Gap Year, and Preparing for the "Togetherness" of Retirement.

Newsletters are for clients and prospective clients only.
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