FINANCIAL SERVICES

Helping you manage your accounts~an important part of what we do. Managing your liquid assets is an important piece of the Financial Planning and Wealth Management process. Our partnership with Commonwealth Financial Network and National Financial Services LLC (NFS), Member NYSE/SIPC, a Fidelity Investments® Company, opens the universe of accounts and services to help meet your planning needs. 
CASH MANAGEMENT:    
  Money Market Checking (FDIC insured)

  Visa (debit card)
        Rewards Program optional

  Automatic Deposit, Systematic withdrawals

  Bill Payment

NON-QUALIFIED ACCOUNTS:
  Trust

  Individual

  Joint

  Transfer on death (TOD) joint or individual

QUALIFIED ACCOUNTS:
  Individual
      Traditional IRA
      Roth IRA
     
  Business and Group
      Solo 401k
      SEP IRA
  (Simplified Employee Pension)     
      SIMPLE IRA
      401k
      403b
  

EDUCATION SAVINGS ACCOUNTS:
  529 college savings plans
  Coverdell Savings Accounts (Education IRA)
  UTMA

If you would like to make an appointment or need more information on the accounts or services, please contact Green Leaf Financial Consulting at 541-349-9335.
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This communication is strictly intended for individuals residing in the states of
AZ,CA,OR,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
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