Learn more about the ways we can serve you
Our Industry Tries to Make Personal Finance Complicated. It’s Not.
We aim to rescue people from making bad financial decisions. Through education and coaching, we eliminate confusion, fear, and worry by bringing clarity to financial concepts and solutions. While other approaches can create unnecessary complexity, we give our clients understanding not just about their financial situation, but about the beliefs and emotions that can sabotage their success.
Do You Know Your Risk Score?
Everyone has a risk number, but most do not know what that number is. A risk number ranges from 1 to 99 and evaluates how you weigh levels of reward and risk. The higher the number, the more accepting you are of higher risks for higher gains.
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We Help turn your concerns into confidence
Once we know what is important to you, our team can build a Green Tree Wealth Plan. What causes do you value? Who are the people you cherish? Before we discuss finances, we get to know what’s important to you and how you plan to spend your time and earnings once you retire. “Map Out Your Journey”
This is where we dive in. We will model various ways to position your savings, outline strategies for withdrawal, explore multi-generational wealth planning, factor healthcare needs and Social Security, and account for expenses-both planned and unplanned. A confident strategy we build together.
So what is a Green Tree Wealth Plan? It’s your entire financial strategy complied in one clear, easy-to-digest deliverable. Receiving your Green Tree Wealth Plan is just the start. From the moment you join our family, our dedicated client services team goes to work ensuring you’re ready for whatever comes next.
NOT ALL FINANCIAL PLANS ARE CREATED EQUAL
We create a globally diversified, low cost and tax efficient portfolio designed to provide income throughout retirement.
You receive a personalized strategy on how to most efficiently reduce your long-term tax liability and increase your after-tax income in retirement.
Thoughtfully integrated withdrawal plan that includes all of your retirement resources to make your money last longer.