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 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:

  • Assess and catalogue specific financial security requirements based on personal needs
  • Create a cost-effective way to save money while building a better retirement strategy
  • Discuss tax-effective wealth creation, insurance protection and estate preservation
  • Fully explain how taxes will affect personal and business strategies from one generation to the next
  • Make recommendations and help implement these plans over time

But How?

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.


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