Skip to main content
menu

Schedule Your Consultation  Your IRA Cheat Sheet  Client Access

  • About
    • Why Us?
    • The Green Financial Method™
    • Our Team
    • Client Testimonials
    • Our Core Values
    • Raymond James
  • Services
  • Oil & Gas
  • Resources
    • Podcasts
    • Video Blog
    • Blog
  • Contact

Blog

Jeff Green | Jun 28, 2024

Planning for Inheritance: Ensuring Your Wealth Goes Where You Want

Are you concerned about how to leave a legacy with your hard-earned wealth? Here’s a guide to help!
Read More
Jeff Green | Jun 4, 2024

Protect Your Legacy: Why Estate Planning Matters

Your wealth is more than just numbers—it's a legacy you’ll leave for your loved ones. Learn more here about why estate planning matters.
Read More
Jeff Green | May 13, 2024

Why I Started Green Financial Group

I invite you to learn more about how I work with clients in my latest article: Why I Started Green Financial Group.
Read More
Lauren Smith | May 7, 2024

My Passion Is Helping Women in Transition

If you’re going through a divorce or have recently become a widow, your financial situation can shift dramatically. Although these changes often include a range
Read More
Lauren Smith | Apr 22, 2024

Demystifying Divorced-Spouse Benefits

Navigating the complexities of Social Security benefits can be challenging, especially when it comes to divorced-spouse benefits. Recent discussions have

Read More
Jeff Green | Apr 15, 2024

Money Talks: Fostering Open Conversations About Wealth in Affluent Families

As we embrace Financial Literacy Month this April, it's imperative to shine a spotlight on a crucial yet often overlooked aspect of wealth management in

Read More
Jeff Green | Apr 4, 2024

Honored to be Named a 2024 Forbes Top Best-in-State Wealth Advisor for Texas

I'm excited to share with you that I have been named a 2024 Forbes Top Best-in-State Wealth Advisor for Texas. You can check out the full list here.

This

Read More
Lauren Smith | Apr 3, 2024

How Single Moms Can Cultivate Financial Literacy In Their Children

Being a single mom is a journey filled with unique challenges, one of which is learning how to equip your children with the tools they need to navigate their

Read More
Jeff Green | Apr 1, 2024

Nurturing Financial Literacy in Affluent Families: A Houston-Based Advisor's Insight

When it comes to affluent families, the importance of financial literacy across generations cannot be overstated. As a financial advisor with over 20 years of

Read More
Lauren Smith | Mar 18, 2024

Why Women Need & Deserve Tailored Financial Planning

Financial planning is a universal necessity for both men and women. However, it's crucial to recognize that women often navigate a distinct set of challenges in

Read More
Jeff Green | Mar 11, 2024

Elevating Wealth Management: Why Affluent Investors Need A Second Opinion

In my over 20 years as a financial advisor working with affluent clients in Houston, I have witnessed firsthand the unique challenges and opportunities these

Read More
Lauren Smith | Mar 4, 2024

Myth-Busting: The Reality of Female Investors and Financial Success

Unfortunately, certain negative myths about women investors persist, shaping perceptions and often positioning us as women to be under-served in the financial

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Current page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Houston

1400 Post Oak Blvd.
Suite 150
Houston TX 77056

Get Directions

 

The Woodlands

(By appointment only)

 

 

 

Contact Info

Phone: 713-244-3030
Fax: 713-513-5669

clients@greenfinancialgrp.com

Get in Touch

Raymond James Privacy Notice

Legal Disclosures | Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Links are being provided for information purposes only. Raymond James is not affiliated with and
does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible
for the content of any website or the collection or use of information regarding any website's users and/or members.

Securities are 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.

© 2025 Green Financial Group All rights reserved.