Green Financial Resources LLC

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  • Green Financial Resources, LLC is an award winning firm, withexperienced and customer-focused staff here to help you with your financial and investment needs.

    How can we help you?

    • Financial and retirement planning
    • 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
    • Retirement withdrawal advice - "harvesting" plan for assets
    • Saving more
    • Timing of Social Security
    • 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

    Free initial meeting...whatever is on your mind, we are here to help!

    Retirement PlanningCourses at:

    Securities and investment advisory and financial planning services offered throughCetera Advisors LLC,member FINRA,SIPC.Roger S. Green,Jason Piper and Tim Conway of Green Financial Resources LLC, are Registered Representatives of Cetera Advisors LLC. Green Financial Resources, LLC and Gwinnett Technical College arenotaffiliated with Cetera Advisors LLC.

     

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  • Address: 3700 Crestwood Pkwy NW Suite 140
    Duluth
    Georgia
    30096-5599
    United States
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