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FINANCIAL PLANNING &
INVESTMENT MANAGEMENT

Make the right decisions with our data-driven approach.

  • Work with a Financial Advisor you can trust.​

  • Peace of mind knowing that everything is in order.

  • A relationship built on communication without surprises.

  • Reasonable rates of return that make sense for you.

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Tailored to you.

Education not persuasion

We're your financial planner, not a Wall Street stock broker. We're here to educate and advise you, not sell you things or talk over your head.

Investment management

Our investment philosophy is simple; generate reasonable and sustainable rates of returns that make sense for you in any market condition.

Ongoing financial advice

We believe a strong relationship is built through service and outreach and we pride ourselves on always being available for you.

OUR FIDUCIARY RESPONSIBILITY

At Green Era Financial, we are fiduciaries. This means that we are legally required to always act in your best interests.

 

We put your needs first, and we are laser-focused on making the best possible recommendations for you, based on our knowledge of your situation and our expertise. We will always disclose any potential conflicts of interest to you before we make any recommendations.

 

We take our fiduciary duty very seriously, and we believe that it is our solemn duty to help you succeed financially.

The value we provide.

Financial decisions and planning can be overwhelming. There are many factors to consider, such as your goals, risk tolerance, time-horizon, age, security of income, taxes, and diversification. Getting these right is essential to achieving your financial goals. That's where we come in.

Here at Green Era Financial, we are a team of experienced financial planners that can help you:

  • Develop a financial plan that meets your specific goals and needs.

  • Identify and assess your financial risks.

  • Make investment decisions that are aligned with your risk tolerance and financial goals.

  • Monitor your investments and make adjustments as needed.

  • Help you stay on track with your financial goals.

Working with us can give you peace of mind knowing that you have help in making the right financial decisions.

Contact us today to learn more about how we can help you achieve your financial goals.

Retirement Planning

Whether you are in the pre-retirement stage, on the brink of retiring and looking for help or actively retired and in need of advice, we are here to help you with this through detailed retirement planning.

Investment Management

Putting your money to work for you is key. But so is managing your risks and ensuring that your portfolio is tailored to you and managed to accomplish your goals & needs. That's where we come in.

Some of the ways we serve you.

Tax Planning

The largest expense most Americans face in their lifetime is taxes. We are here to help you with tax-saving strategies to lower your lifetime tax bill and protect your wealth from unnecessary taxes.

Insurance Management

Reducing risk is one of the most important elements of personal finance and one of the best ways to do this is through utilizing properly structured insurance. We will review your needs and offer advice on what's best.

Estate Planning

Estate planning is the process of organizing and managing your assets and affairs in anticipation of the inevitable. It's critical to ensure your wealth goes to the people and places you want.

Focused Planning

This service is designed for those who aren't looking for a full comprehensive financial review and plan but instead are looking for help with a specific topic or aspect of your finances - we are here to help you.

Working with Green Era Financial.

a pain-free process, designed with you in mind

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1. Schedule a time.

This is a short introductory call for us to get to know each other. On this call, you'll be able to outline your financial concerns, desires and wishes for the future.

2. Meet with us.

In this conversation, we'll share how we work with clients, costs of services and will determine if we are the right advisors for you.

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3. Think about it.

After meeting, we'll send a recap email with next steps so that you have an understanding of what working with Green Era Financial looks like before making a decision.

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A partner on your life journey 🤝

Get the level of service you deserve.

Let us take the guesswork out of your finances so you can focus on living your best life.

Note: anything you communicate with us will be kept in confidence per our privacy policy.
Please fill out the below form so that we can reach out to schedule a virtual meeting:
CURRENT ANNUAL INCOME
CURRENT NET WORTH
DESIRED SERVICE
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