Green Financial Resources
What We Do
How can we help you?
Financial and retirement planning
Harvesting Plan for retirement assets/income
Investment allocation for long term growth potential
Tax reduction and deferral advice
Financial protection for dependents
Planning for potential incapacity
Determining when you can retire
Maximizing your existing 401k/403b/457b plan
Consolidation of investment/401k accounts
Saving more/decreasing debt
Timing of Social Security
Intergenerational planning
Caring for elderly parents and special needs dependents
Mortgage and real estate decisions
Retirement plans for your small business
Income protection
Charitable giving planning
Pension decisions
Impact of changing jobs
Estate Planning/Trust Planning
Long Term Care, Disability & Life Insurance
College planning
Medicare
IRA/Roth contributions
Free initial meeting...whatever is on your mind, we are here to help!
Retirement planning does not end at retirement. Continued growth of assets for income throughout retirement and leaving a legacy remains important for most. With people now living 10-40 years in retirement, many will have trouble making their assets last, especially with inflation and taxes decreasing the value of that money over time. Roger's Harvesting Plan can help.
Roger was invited by Gwinnett Magazine to talk about the various stages of your investment life. What stage are you in, and what additional steps should you take to make sure your plan is on track?