- About Us
- Group Benefits
- Group Retirement
- Financial Planning
- Supplementary Programs
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:
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.
Matt successfully works with business owners in corporate tax planning, wealth management, and tax and estate planning. He also settles estate plans and freezes on various corporate levels. Matt’s overall goal for clients is to put themselves, their families, and their businesses in a better financial position for current and future generations.
As a part of Green Benefits Group, we also 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 much more.