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:
*Social Security Optimization
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.