GreenLife Advisors, LLC
We have worked in the asset management and planning industry for 24 years with Goldman Sachs, PIMCO, GenSpring Family Offices, and 400 Capital Management. We hold the CFP® and CFA® designations.
We are a fee-only advisor providing unbiased objective advice and we never accept commissions or sell products. We educate and empower young families.
*Are you going through a life change like a move, a change in jobs, the birth of a child, having a child head to private school or college, or a loss of a loved one?
*Live in a high cost-of-living area and need help with budgeting?
*Need help with college planning?
*Have a 401(k) or 403(b) and want to optimize your allocations?
*Want to be tax saavy in your decisions?
Together we can clarify your goals and make a plan for your future together.
We offer 2 service tiers to fit your needs.
1) Comprehensive Wealth Management Services: When we holistically manage your financial life and allow you to focus more on your day-to-day life. Both comprehensive financial planning and investment management advice for one low transparent fee.
2) Investment Management Services: When you require just investment management services. Fee based on assets under management.
Schedule a free consultation to get started.