Greenleaf Wealth Planning
At GreenLeaf Wealth Planning, we believe in beginning with the end in mind- retirement.
Retirement means reaching a point where you are free from the constraints of a busy career, can live with control over your time and money and with peace of mind. Although everyone’s situation is different, the underlying risks of retirement are typically the same. We proactively create plans that put our clients in control of their future. We aim to maximize retirement income and help our clients comfortably SPEND their money without worrying about market volatility, tax changes, healthcare expenses or living too long.
With 15 years of experience overall in the Financial Services industry, Evan has a unique background. He started his career within a large financial corporation serving a variety of roles in product development, customer service management and distribution support/ training.
Following his passion for education, Evan has spent the last 9 years as an advisor educating his clients so they can better understand the advantages and disadvantages of each financial decision. His job is not to tell clients what to do but rather to properly educate and guide them so they can make informed decisions for themselves.
- Retirement Income Planning
- Investments & Wealth Management
- Risk Management: Life Insurance, Disability Insurance & Long Term Care
- Estate/Legacy Planning
- Tax Favored Strategies
- Retirement Plans: 401(k), SEP & SIMPLE IRA's
- Exec. Employee Benefits
- Group Risk Management: Life & Disability
Licensed to offer life insurance, disability insurance, health insurance in OH, IN, KY, PA, TN & CA.
Registered Representative licensed to sell securities in OH, IN & KY.
Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC One Financial Way Cincinnati, OH 45242 (513) 794-6749.
Investment advisory services offered through O.N. Investment Management Company.
GUARANTEES ARE BASED ON THE CLAIMS-PAYING ABILITY OF THE ISSUING INSURANCE COMPANY.
Insurance and annuity products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Products, product features, and rider availability vary by state. Issuers not licensed to do business and products not distributed in NY.
Estate Planning services provided in conjunction with your licensed legal professional.
Greenleaf Wealth Planning
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