New Leaf Financial Planning is the practice of Jay Marshall, CFP®. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc.
Insurance products, including annuities, are offered by Jay Marshall as a licensed insurance agent in Indiana, North Carolina, Ohio and West Virginia (license numbers are on the Disclosures page). Insurance products are subject to state insurance laws and regulations. Annuity and insurance guarantees depend on the claims-paying ability of the issuing insurance company. Insurance and annuities are not bank deposits and are not FDIC insured.
Everything on this site is general information, not individual financial, investment, tax or legal advice. Jay Marshall does not give tax, legal, or accounting advice. The client should consult with a professional specializing in these areas regarding the applicability of this information to his/her situation. Full disclosures