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Our Firm

Experience the difference of working with a trusted advisor.

At Green Financial Group, our program is process driven. We practice a holistic approach to financial planning, using the industry standard 6-step process and incorporating state-of-the-art planning techniques. We believe that because each person has individual goals, a personally designed plan is required.

First, we will discuss your personal and financial goals. Then, after gathering and analyzing the data, Green Financial Group will develop a plan that considers your investments, income taxes, insurance, retirement and estate plans. Finally we will work together with you to determine the best way to implement and monitor your plan.

Services provided:

  • Investment Analysis
  • Insurance Analysis
  • Tax Planning
  • Tax Preparation
  • Retirement Planning
  • Estate Planning
  • Business Planning
  • Budgeting and Cash Flow Analysis