Green Financial Group / An Independent Firm

Services

Through Raymond James, we offer comprehensive wealth management. We offer much more than advice. Through Raymond James, we offer encompassing financial planning and management program designed to help truly driven people simplify and streamline their finances and lead fuller lives.

Centered on building complete and customized wealth plans, this systematic program offers a full complement of sophisticated financial planning services by combining three disciplines – investment consulting, advanced planning and relationship management.

Investment Consulting

To efficiently achieve 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

Advanced Planning

Much of the work we do with our clients transcends the scope of simply investment management. Our advance planning capabilities allow us to provide meaningful solutions in the areas of:

• Wealth Enhancement
• Wealth Transfer
• Wealth Preservation
• Charitable Gifting

Relationship Management

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.

Comprehensive Services

We offer a comprehensive menu of wealth enhancing services to ensure each of your most important financial concerns is thoroughly and thoughtfully addressed. As an independent firm, our decisions and solutions are always based on the best interests of our clients, not on the placement of certain products, investments or some other hidden agenda.

• Wealth Planning
• Asset Management
• Risk Management
• Tax and Estate Planning
• Client Advocacy
• Corporate and Executive Services

Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

We offer much more than advice. Through Raymond James, we offer comprehensive wealth management encompassing financial planning and management programs designed to help truly driven people simplify and streamline their finances and lead fuller lives.

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.

Securities are offered through
RAYMOND JAMES FINANCIAL SERVICES, INC.,
Member FINRA / SIPC