We combine a meticulous methodology for your wealth management with a uniquely personal approach to your financial life. Find out more about what makes us different. We offer the best of both worlds to our clients: the responsiveness and personalized service of an independent boutique and the safety and security of a large, established firm.
Our thoughtful and comprehensive approach to portfolio management is a core strength at Green Financial Group. We understand the intricacies of oil & gas company benefits plans and have helped hundreds of oil & gas professionals prepare for and enter into retirement. We bring a team approach to service, and are committed to delivering an experience that is positive and unexpected for our clients.
Our thoughtful and comprehensive approach to portfolio management is a core strength at Green Financial Group. We understand the intricacies of oil & gas company benefits plans and have helped hundreds of oil & gas professionals prepare for and enter into retirement. We bring a team approach to service, and are committed to delivering an experience that is positive and unexpected for our clients.
Services
At Green Financial Group, our goal is to help you and your family navigate to a better financial future. We combine our meticulous methodology for your wealth management - The Green Financial Method - with a personal approach to your financial life. Through rigorous financial analysis, holistic wealth and retirement planning, and proactive investing, our focus is to guide you to your best retirement and wealth management outcomes.
As independent professional advisors whose assets are tied to Raymond James Financial Services, Inc., we offer the best of both worlds to our clients: the responsiveness and personalized service of an independent boutique and the safety and security of a large, established firm. Our attention is always where it should be: on you, your wealth, and your legacy.
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.
Our thoughtful and comprehensive approach to portfolio management is a core strength at Green Financial Group. We engage in a tactical asset allocation process where we identify, through technical analysis, whether the broad trend of the market is up or down. When it's up, we then seek to identify those sectors leading the market higher and seek to buy the strongest stocks within those sectors.
We put the needs of our clients first. And we chose to align with Raymond James because we believe the firm is also dedicated to your best interests. The firm delivers industry-leading support, comprehensive client service, and the financial planning and investment resources of a premier financial services company.
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