No cost, no obligation initial consultations...whatever is on your mind, we are here to help!
Call us to schedule your in-person or Zoom appointment.
We have no asset or income minimum requirements, and we'd love to help you.
How can we help you?
- Financial and retirement planning
- Investment allocation for long term growth potential
- Tax reduction and deferral advice
- Financial protection for dependents
- Planning for potential incapacity
- Determining when you can retire
- Maximizing your existing 401k/403b/457b plan
- Consolidation of investment/401k accounts
- Retirement withdrawal advice - "harvesting" plan for assets
- Saving more/Decreasing debt
- Timing of Social Security
- Caring for elderly parents and special needs dependents
- Mortgage and real estate decisions
- Retirement plans for your small business
- Income protection
- Charitable giving planning
- Pension decisions
- Impact of changing jobs
- Estate Planning/Trust Planning
- Long Term Care, Disability & Life Insurance
- College planning
- Medicare
- IRA/Roth contributions
- And more.....
Roger Green, Andrew Green, & Michael Green are Investment Advisor Representatives providing securities and advisory services through Cetera Advisors LLC, a broker/dealer and a Registered Investment Advisor, member FINRA/SIPC. Green Financial and Cetera Advisors LLC are unaffiliated. Awards do not guarantee future results and cannot be construed as an endorsement of the advisor by any client. The Best of Gwinnett winners are chosen by a combination of readers' votes and editors' input. There is no fee required to win.
