- About Us
- Retirement & Planning
- Preferred Programs
- Health & Wellbeing
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 professional guidance for financial planning. In fact, we created a special financial division to help our clients and their employees achieve a stress-free financial future.
The following illustrates the process we use to determine a client’s wealth management goals:
First, we created a Financial Health Specialist role at Green Benefits Group to examine and meet the needs of every employee’s financial goals. This person helps employees build a better plan for savings and retirement in addition to their group retirement plans (if applicable). Initially, our Financial Health Specialist holds employee presentations on “retirement readiness,” and then offers one-on-one meetings with individuals looking to enhance their savings strategy.
We also work with business owners in corporate tax planning, wealth management, tax and estate planning, just to name a few. As part of our service, we use partnered resources to allow for informed and accurate decisions, such as legal council, tax and estate planning lawyers, HR services, private wealth management and more.
Our overall goal for clients is to put themselves, their families, and their businesses in a better financial position for many years to come.