Company News

Goldleaf Partners names Benefits Administrator

PRESS RELEASE

GOLDLEAF PARTNERS NAMES BENEFITS ADMINISTRATOR TO ITS CHANDLER, AZ LOCATION

Phoenix, Arizona - September 8, 2009

Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, announced today that Sharon Morgan has joined their team as a Benefits Administrator.
In her new position, Ms. Morgan will focus on supporting the Goldleaf Partners' Retirement, Flex, and COBRA products from their Chandler, AZ location.


"Sharon brings an incredible amount of industry experience and knowledge to our organization, and we're very excited to have her join our team", said Michael E. King, CPA, the CEO of Goldleaf Partners. King went on to say that he's looking forward to the future of Goldleaf Partners, and believes that Ms. Morgan will play a major role in its' success.


Ms. Morgan has B.S. degree with an Accounting major from Arizona State University, where she graduated Magna Cum Laude. She has been active in the Retirement Plan industry since 1990, and has maintained an active CPA license since 1992.


About Goldleaf Partners
Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides consulting, sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. For more information please call 866.882.8442.

 

Goldleaf Partners Expands Office, Opens Another

PRESS RELEASE


GOLDLEAF PARTNERS EXPANDS OFFICE, OPENS ANOTHER


Goldleaf Partners, a national retirement and employee benefits administration and consulting firm, has recently expanded their Minneapolis, MN office and opened an office in Phoenix, AZ.


"Our growth has been strong and consistent over the past six years", said Heather Hess, Vice President and Chief Operating Officer of Goldleaf Partners, "and it only makes sense to expand in areas that have a high demand for our services."


"The current economic environment provides and excellent opportunity for companies that are strategically positioned for expansion", said Michael King, CPA, Managing Partner of Goldleaf Partners. "We have been planning our expansion strategy for quite some time and we are pleased that we have the opportunity to move forward."


About Goldleaf Partners


Goldleaf Partners is a leading independent retirement and employee benefit consulting and administration firm that provides consulting, sales support, administrative and educational services to a national client base. Goldleaf Partners supports institutional clients and advisors developing and maintaining effective plan design and retirement sales strategies. For more information please call 218.824.6119.

 
About

Congratulations Goldstar Financial Advisors!


Goldleaf Partners is pleased to introduce the Goldstar Financial Advisor Excellence Award.

Goldleaf Partners instituted the Goldstar Financial Advisor Excellence Award to honor our Financial Advisor Partners who share our vision of success. Goldstar Advisors’ qualifications include a commitment to a high-service standard, the ability to leverage technology to improve efficiency, proficiency in dedication to actively marketing the partnership to new prospects, and maintaining their retirement industry expertise.

Of the more than 350 Financial Advisors who do business with Goldleaf Partners, 10 were selected to receive the Goldstar Financial Advisor Excellence Award. The Goldstar winners will be announced during the first quarter of 2009, and each will receive an award and special service considerations.

 

Goldleaf Partners Thanks You For Being A Valued Partner

April 6, 2009

We want to update you on important Goldleaf Partners milestones.  We want to thank you, our partners, for helping us grow to over 1,500 clients. Our unique service delivery model has helped many of you acquire and retain the business of valued clients. We appreciate the truss and look forward to many future successes together.

We are excited to announce that we recently acquired the recordkeeping and administration services of another organization. This acquisition aligned similar philosophies, and allows us to offer additional service lines.

As of April 1, 2009, we are excited to announce our complete list of service centers in:

  • Minneapolis, Minnesota
  • River Falls, Wisconsin
  • Phoenix, Arizona
  • Duluth, Minnesota

These locations will complement our home office in Brainerd, Minnesota.

We also acquired expertise and infrastructure for additional services lines:

  • Flexible Spending-Section 125
  • COBRA Continuation

We hope you find our recent growth appealing, and are assured that you have picked a great partner in Goldleaf Partners.

Again, thank you for your partnership.

ADVANCED SALES SUPPORT FROM GOLDLEAF PARTNERS

For additional information:
Goldleaf Partners Sales Support Center
Phone: 218.824.6119, option 6
Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 
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