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Fiduciary

a fiduciary is a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests.

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call, and sitting down with a Registered Investment Advisor. I offer a plethora of financial services – including hedge funds, mutual funds, estate planning, and insurance advice.

Why Should I Trust a RIA?

Registered Investment Advisors are not here to sell, but to guide.

Registered Investment Advisors are not tied to any specific family of funds or investment products.

Registered Investment Advisors are here to serve your interests – no one else’s.

Shifting Your Financial Perspective

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Meet Kevin Brucher

PRESIDENT / CEO Silver Leaf Financial, Inc.

Kevin began his distinguished career in 1990 as a financial advisor with a regional securities firm. He quickly rose to become a supervising Branch Manager and Registered Principal, supervising the daily activities of more than 50 financial advisors as well as 8-10 administrative personnel. His credentials include a bachelor’s degree from the University of Florida, numerous securities licenses, and a Life and Health insurance license. Throughout his career, Kevin has focused on helping investors age 50+ preserve and grow their assets, increase their income, and reduce overall income and estate taxes. Many conservative investors have used his advice to invest their savings prudently and transfer more wealth to their heirs efficiently. […]

If you knew you had guaranteed income for life as part of your overall retirement plan

What would you do?

    
 
 
         
   Kurt Homan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kevin really helps you understand all options available for your retirement. He advises without any pressure. He lays things out and lets you decide what options may be best for you. I recommend Kevin and Silver leaf Financial without hesitation. He is the real deal!
  
 
        
   Donald G Heitt 
 
 
 
 Trustindex verifies that the original source of the review is Google. Kevin has been my Financial Advisor for 11+ years.  I had spent nearly 1Year researching for and interviewing individuals after my disastrous 2008 losses. I was determined to find a individual who was a licensed stock broker AND a licensed insurance broker.  Along with millions of investors who lost money in 2008, I honestly believed I did not need to suffer as badly as I did while using only a stock broker as my investment planner.  My time spent researching has been handsomely rewarded with Kevin as my advisor.  My portfolio now has stocks/bonds/mutual funds/cash and annuities. I am a conservative investor so I tend to invest wisely to avoid large losses.  Kevin and I talk regularly before buying or selling.    Eleven years of annual profitable returns on my portfolio speaks volumes in my mind.  I am exceptionally pleased with our relationship and have recommended him to several others including my daughter and other close friends who have become clients of Kevin. He is professional, knowledgeable, responsive, communicative, and trustworthy. Please contact Kevin if you wish to speak with me by phone, Don
  
 
        
   Doug Riemer 
 
 
 
 Trustindex verifies that the original source of the review is Google. We moved to Arizona 3 years ago. Met with a few financial investment firms and sorry to say they were all like dealing with used car salesmen (Just give me all your $$$ and I will "try" to make it grow).. I was speaking to an Insurance/Annuity company, they introduced to Mr. Brucher @ Silver Leaf Financial. All I can say is. "What a wonderful change from the others". Mr. Brucher has a refreshing business ethic, while being a professional in his field, he is down to earth and will take the time to explain details for the average person to understand. Also, I was impressed with his speedy performance in handling issues. If your looking a new investment professional, I suggest you at least sit down and speak with him. I met with him in his Surprise, AZ location.
  
 
  
  
 
 
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A Legal Fiduciary Responsibility

As a Registered Investment Advisor, I have a legal, fiduciary responsibility to always work in your (my client’s) best interest. I offer a complete range of investment services, from managing money in the market to safe money products. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time, all of the time.
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Disclosure

This website is a publication of Silver Leaf Financial, Inc.. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.

• Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented.

• Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

• Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

• Silver Leaf Financial, Inc. is registered as an investment adviser and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Registration with a state securities regulator does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability.

Silver Leaf Financial is not engaged in the practice of law or accounting. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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