When you engage us for financial or investment advice, you can be assured of:
Advice without a sales pitch As independent, fee-only advisors, we never receive compensation for investments you make. All recommendations are objective, thoughtful, and tailored to your needs.
Advice for your goals We offer hourly consulting when you have a few key issues, complete financial strategies for those who prefer a comprehensive approach, and ongoing portfolio management services for individuals and institutions.
Advice that educates We want you to feel good about your investments and comfortable that you are making smart financial decisions. Eliminate your financial stress and uncertainty with our clear reports, friendly discussions, and expert recommendations.
Greenleaf Financial Group
6525 E. 82nd St., Suite 212 -- Indianapolis, IN 46250 | Phone 317-576-1727
5900 Wilshire Blvd., Suite 2600 - Los Angeles, CA 90036 | Phone 323-330-0579
Secure Financial Solutions and Helen Husek Jacobsen are very diligent in helping their customers achieve their long term financial objectives by utilizing insurance products.