Green Mountain Planning

Who I Work With:

Professional over age 50 who are retired or want to create a plan to walk away from full-time work. 

How Green Mountain Planning can help:

*Investment Management
*Social Security Optimization 
*Retirement Income
*Tax Planning
*Estate Planning
*Retirement Planning

How This Works:

It all begins with a complimentary 15-minute phone call. See if you are a good fit by clicking HERE

It’s Not about Product

Your money goes directly to creating the life you have always dreamed of having. We don’t sell a single thing but time and empowerment. Because of that, we’re wholly invested in you and in your success. No conflicts of interest. No commissions. No kickbacks.

It’s About Life

We are leaders in the trend of integrating financial and life planning. That means we are dedicated to understanding each client’s unique set of values, priorities, challenges, and opportunities in order to make the most appropriate financial recommendations. 


Advisors at this Office


This Office

200 Union Blvd Suite 200 Lakewood, CO 80228 Phone: +1 (720) 709-2202

Primary Office

200 Union Blvd Suite 200 Lakewood, CO 80228 Phone: +1 (720) 709-2202

Other Offices

9233 Park Meadows Dr Lone Tree, CO 80124-5426 Phone: (970) 620-8688
501 S Cherry St Fl 11 Denver, CO 80246-1325 Phone: (970) 620-8688
7350 E Progress Pl Ste 100 Greenwood Village, CO 80111-2130 Phone: (970) 620-8688
4 W Dry Creek Cir Ste 100 Littleton, CO 80120-4457 Phone: (970) 620-8688
1624 Market St Ste 202 Denver, CO 80202-1518 Phone: (970) 620-8688