We offer comprehensive wealth management services that include analysis, planning, investment management, and ongoing advice and solutions to help you navigate to a better financial future.
We will help you understand how to structure your retirement income, make your income last, and which sources of income you should tap into first to help mitigate taxes and maximize income potential.
Throughout retirement, we can help you prioritize your goals and develop a strategy that seeks to preserve and build your retirement assets. We will help you simplify your retirement income stream, provide on-going account servicing and help give you confidence to enjoy your retirement.
Using principles of asset allocation and modern portfolio theory coupled with tactical adjustments, we design customized portfolios that combine stocks, bonds, mutual funds, exchange-traded funds, closed-end funds and alternative investments. This blend of assets is tailored to your individual goals, risk tolerance, risk capacity, time frame and stated investment objectives. Our many years of investment experience help to provide you with meaningful investment advice and well-informed, thoroughly researched recommendations. We continuously monitor and adjust the various aspects of your portfolio so asset allocations remain consistent with your stated objectives. An elegant communication system measures and reports your progress toward these goals every step of the way.
To efficiently address our clients’ varying investment concerns, we utilize a number of strategies and analytics including:
- Historical Performance
- Risk Evaluations
- Asset Allocation
- Creation of an Investment Policy Statement
- Portfolio Protection
Our thorough analysis of each client's resources, circumstances, needs and goals is the basis for a customized wealth plan and investment strategy. This plan will address your most important goals and concerns, whether those goals include reaching a more confident retirement, providing for a child's education, building your legacy through a carefully designed estate plan, maximizing tax advantages, or preserving your life's work through the selection of appropriate risk transferring tools.
We strive to preserve your life’s work through a selection of appropriate risk transferring tools. Managing financial risk is a core principal of contingency planning. To help ensure that our clients are well prepared for the unexpected – such as accidents, illnesses, disability and property loss – we evaluate existing risk management strategies and, as needed, make recommendations to provide proper planning. Please note that asset allocation does not ensure a profit or protect against a loss.
Tax & Estate Planning
Working together, we will consider your personal situation and design a tax plan that fits your needs. The team at Green Financial Group will work closely with your accountant, attorney and other advisors to ensure that every member of your financial team is working together toward your unique goals. Should you need additional expertise in the areas of asset pricing, liability management, bequests or estate disposition, we can draw on our extensive network of financial professionals.
Much of the work we do with our clients transcends the scope of just investment management. Our advance planning capabilities allow us to provide meaningful solutions in the areas of:
- Wealth Accumulation
- Wealth Transfer
- Wealth Preservation
- Charitable Gifting
Corporate & Executive Services
Our team specializes in providing consulting services to successful corporate executives on a variety of issues that are unique to their situations. Our vast experience allows us to analyze a variety of executive benefit programs and deliver data-driven advice for clients entertaining a mid-career transition. Our Benefit Equalization Analysis provides meaningful direction for those contemplating a corporate leave for another employment opportunity or self-employed consultancy.
We collaborate with all of your other professional advisors to coordinate all the components of your plan into one cohesive wealth solution. As your team, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. Upon building a deep understanding of our clients' most important goals and concerns, we look to our extensive network of legal, insurance and tax professionals to help us coordinate all the components of your plan into one cohesive wealth solution.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.