Greenleaf Financial Strategies Inc is a Tampa-based company that specializes in providing guidance and support for women who have recently lost their spouses. With a focus on financial planning, the company offers clear and understandable guidelines through books and videos, helping individuals navigate their finances after the loss. Their expertise extends to retirement plan assets such as 401k and IRA's, making them a valuable resource for those seeking concise and practical information.
Led by Ruth E. Robin Delaney, a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), Greenleaf Financial Strategies Inc is committed to empowering individuals to take control of their financial future. Located in Wesley Chapel, FL, the company aims to provide a supportive environment for clients, offering coffee meetings and personalized consultations to address any anxieties or uncertainties they may have. With their comprehensive approach and dedication to client satisfaction, Greenleaf Financial Strategies Inc is a trusted partner for those navigating the complexities of financial planning after the loss of a spouse.
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