Financial Planning

Financial Planning for Business Owners and their Employees

Whether you are an employee looking to invest in your future, or a business owner who needs advice on securing your assets, Green Benefits Group offers you professional guidance for your financial planning.

The following illustrates the process we use to determine a client’s financial goals:

  • Assess and catalogue your entire financial security requirements.
  • Discuss tax effective wealth creation, insurance protection and estate preservation.
  • Fully explain how taxes will affect you and your business from one generation to the next.
  • Make recommendations and help you implement these plans over time.

We created a specific division to help our clients achieve their financial targets. Matthew Farley, our Financial Advisor & Insurance Consultant for Green Benefits Group, examines your personal needs outside of your group benefits plan and designs a personal financial plan.

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We created a specific division to help our clients achieve their financial targets.

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