Practice & Experience
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.Experience the difference of working with a trusted advisor.
We Understand Today's Financial Environment
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Maybe you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Owner & Licensed CFP™ practitioner with over 30 years experience & additional licensure in securities and all lines of insurance.