Financial Advisors and Partners

Your goal is to grow your business and our goal is to help you. We want to be your best partner. As a partner, you are our client.

Ready For Success

We equip you with the perfect mix of products, innovative solutions, and exceptional support services — all to help you grow your business. Our goal is to be the best partner possible for financial advisors and partners. 

Key Benefits

  • Equip you with a vast mix of products to offer
  • Innovative solutions and support to help you win more clients
  • 99% client retention rate due to top-notch service
  • Work with over 30 recordkeeping partners for a diverse selection to meet your clients’ needs
  • Proactive monitoring to identify any issues before they develop into problems

When the IRS performs an audit, they find the answers to these questions for many businesses are “NO”. By simply letting Goldleaf Partners handle retirement and payroll plans, clients can rest easy knowing their answers are “YES”.