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.