Cafaro Greenleaf Offers Personal Financial Planning to Retirement Plan Participants

Cafaro Greenleaf (CG), a national advisory firm headquartered in Red Bank, New Jersey, announced it will be offering personal financial planning services through Greenleaf Financial (GF), an independent financial advisory firm providing services in financial wellness, investment management, insurance strategies, and retirement planning for individuals.

Cafaro Greenleaf is offering these services to address the financial needs of many of the participants in the retirement plans it advises. It says it recognizes the fact that true financial well-being and retirement readiness incorporates both company-sponsored benefit plans and outside considerations. CG aims to help people understand how their corporate retirement plan integrates with their complete personal financial picture.

Greenleaf Financials’ mission is to advance “Financial Wellness and Awareness” for companies and their employees while providing guidance to help them achieve their financial and life planning goals. It says it understands that everyone is different and strives to understand each individual’s unique goals, issues and aspirations. As an independent registered investment adviser (RIA), Greenleaf Financial offers a comprehensive planning package, which includes investment planning, retirement income solutions, estate planning and more.

In addition to this new service, GF will be conducting free monthly educational webinars, The Greenleaf Financial Fitness Series, designed to educate employees on issues and challenges that cause the most financial stress.

“Our mission has always been to help hard-working individuals retire with dignity,”  says Jamie Greenleaf, lead adviser and principal of Cafaro Greenleaf. “We recognize retirement is not a destination but a journey, and we are excited to help our employers and employees with these added services.”