Take a Look At the Financial Management Services We Provide

Lauren Smith |

For all things financial management-related, the Green Financial Group has you covered.

Book an Initial Consultation  How We Can Help You

Suppose you’re trying to tackle a home improvement project. You’re pretty sure you can get it done, but you don’t know all of the details necessary to make it happen, so you go to a place like Home Depot to speak to someone. They can give you tips on how to proceed and possibly provide you with some lumber and tools to help the project.

In that respect, the Green Financial Group is a lot like the helper from Home Depot. People come to me all the time to figure out what they need to do to retire with a certain amount of money each year, to exit their company’s benefits plan, and so on.

So what do we do here? When people come to me for assistance, we can:

  • Help them devise the best strategies for exiting their benefits plans.
  • Assist them with feasibility studies.
  • Answer questions about affordability.

We have a disciplined and proven investment
management system we use for our clients.


  • Engineer their cash flow to replicate their (soon-to-be-ex-) employer’s paycheck so they can live their retirement days comfortably.
  • Assist with tax strategies which can, of course, be looked over by your tax advisor.
  • Do estate planning and help clients find charitable ways to use their estate.
  • Manage your assets and help you navigate through what can often be a difficult market.

These are just some of the services we provide to clients who are looking for help when it comes to their finances, and we’d be happy to assist you as well. For any questions you have regarding financial management, feel free to reach out to us.


Securities Offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Green Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James Financial Services does not accept orders and/or instructions regarding your account by email, voicemail, fax or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Email sent through the Internet is not secure or confidential. Raymond James Financial Services reserves the right to monitor all email.
The information contained in this report does not purport to be a complete description of the securities, markets or developments referred to in this material. IT has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing materials accurate or complete.  This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Any opinions are those of Jeff Green and not necessarily Raymond James. Expressions of opinion are as of this date and are subject to change without notice.  There is no assurance any of the trends mentioned will continue or forecast will occur.
Any information provided in this email has been prepared from sources believed to be reliable, but is not guaranteed by Raymond James Financial Services and is not a complete summary or statement of all available data necessary for making an investment decision. Any information provided is for informational purposes only and does not constitute a recommendation. Raymond James Financial Services and its employees may own options, rights or warrants to purchase any of the securities mentioned in email. This email is intended only for the person or entity to which it is addressed and may contain confidential and/or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this message in error, please contact the sender immediately and delete the material from your computer.

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Jeffrey Green and not necessarily those of Raymond James.

There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct.