Loading planner profile...
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
Disclosures
NewLeaf Financial Guidance is a DBA of XYPN Invest, an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and notice filed in various states where required. XYPN Invest offers advisory services to clients or prospective clients in jurisdictions where XYPN Invest and its representatives are properly notice-filed, registered, or currently exempt from registration.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.