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. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

7350 E Progress Pl Ste 100 Greenwood Village, CO 80111-2130 Phone: (970) 620-8688

Primary Office

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

Other Offices

1624 Market St Ste 202 Denver, CO 80202-1518 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
9233 Park Meadows Dr Lone Tree, CO 80124-5426 Phone: (970) 620-8688