Silver Leaf Investment Advisors

Silver Leaf Investment Advisors Retiring Ready- What's Your Plan? We believe comprehensive planning is the best way to provide advice to our clients.

Our Advisors specialize in Retirement Income Planning & Investment Advice for all planning stages - growth of assets, protecting and growing retirement income, and creating income streams from lump sum 401(K) IRA accounts. To schedule a complimentary consultation or refer a friend, visit our Contact Us page at www.silverleafadv.com/contact-us or call us at (608) 643-8882. Securities and advisory s

ervices offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA's Broker Check for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

EXCITING NEWS!!!! We will be showing 2 classic American films at Silver Leaf Education Center, located at 625 Water St S...
06/15/2026

EXCITING NEWS!!!!
We will be showing 2 classic American films at Silver Leaf Education Center, located at 625 Water St STE #107, Prairie du Sac, WI
- The Last of the Mohicans on June 29th, from 8:30 a.m. to 10:30 a.m.
- The Patriot on June 30th, from 8:30 am to 10:30 a.m.
Coffee and donuts provided. If interested, please call Andrea at 608-643-8882.

Retirement may feel far off, but a few focused moves this month can make a bigger difference than you might think:Put mo...
06/15/2026

Retirement may feel far off, but a few focused moves this month can make a bigger difference than you might think:

Put more away now: Even a small 401(k) contribution increase gives your money more time to compound, and catch-up contributions can help savers 50 and older do more.
Get organized: Paying down high-interest debt, rolling over old accounts, and automating savings can make your plan easier to manage.
Plan for income: As retirement gets closer, shift focus from simply building wealth to knowing where monthly income may come from later.
See eight moves financial advisors recommend making this month: https://bit.ly/3S0ENtG

It's easy to put off retirement planning, even when you're within a decade of that date. But you don't need a complicated strategy to strengthen your plan.

June is a smart time to check in on the money habits you’ve built so far this year. Poor financial habits can quietly de...
06/01/2026

June is a smart time to check in on the money habits you’ve built so far this year. Poor financial habits can quietly derail savings, increase debt, and limit future options, but small changes can help you get back on track before year-end.

Build a budget: Track income and expenses for at least 30 days to see where your money actually goes.
Automate savings: Set up payday transfers so you are saving before the money can be spent.
Face debt directly: Review balances, terms, and interest rates so you can prioritize repayment strategically.
Small habit changes today can reshape your financial future. Here’s where to start: https://bit.ly/4fdHvFD

The first step in addressing poor financial habits is recognizing that meaningful change begins with individual actions.

Identity theft can happen fast, but a few smart habits can make you harder to target.Lock your credit: A credit freeze a...
05/26/2026

Identity theft can happen fast, but a few smart habits can make you harder to target.

Lock your credit: A credit freeze at all three bureaus can help prevent new accounts from being opened in your name.
Strengthen logins: Use unique passwords, a password manager, and two-factor authentication whenever possible.
Stay alert: Review financial accounts and credit reports regularly so you can catch suspicious activity early.
Read the full checklist of steps to help protect your personal and financial data: https://bit.ly/3RhIs5P

Taking strides to protect personal data is important to safeguard one’s financial security.

Just a reminder, the next class will begin on June 19th, 2026. 8:30am to 10:30am every Friday.  FREE Classic Education c...
05/26/2026

Just a reminder, the next class will begin on June 19th, 2026. 8:30am to 10:30am every Friday. FREE Classic Education classes provided by Hillsdale College. The Story of America
Please call 608-643-8882 if interested and ask for Andrea.

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:Ease in...
05/21/2026

Retirement doesn’t have to mean stopping work all at once. Here are 3 ways to shape a next chapter that fits you:

Ease in gradually: Cut hours, shift to a mentor role, or take a sabbatical. Staying connected to work on your terms feels more natural than a hard stop for many people.
Turn passions into paychecks: Hobby jobs, travel gigs, and part-time roles in fields you love add income, structure, and purpose without the grind.
Reinvent entirely: New certifications, entrepreneurship, or a second career can bring the fulfillment your first one never did.
Read more ideas for building a retirement that feels right for you:

Ease into retirement at your own pace and in a way that aligns with your interests.

Address

625 Water Street Suite #105
Prairie Du Sac, WI
53578

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+16086438882

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