FAQs - Greensage Group

What is wealth management?

Wealth management is a comprehensive investment advisory service that provides the opportunity to work with a financial professional. It involves a consultative process during which the advisor and client work together on a personalized strategy to help grow and protect assets.

How can I protect my wealth?

One essential component of wealth management is wealth protection, which can be accomplished in several ways, such as retirement and estate planning. This could involve setting up trusts, tax planning, and legal documents to ensure you protect what you have worked so hard to build.

How is the Greensage Group managing the Employee Benefit Plan?

Using their in-depth knowledge of self-funded contracts and expertise in managing risk, The Greensage Group's consultants can determine if self-funding health and welfare plans would be financially advantageous for an employer. Their extensive knowledge of market offerings from multiple industry-leading providers ensures that optimum coverage is obtained and premiums remain under control.

What is special about Greensage Group's Wealth Management Approach?

The Greensage Group proactively manages your personal goals and objectives from day one. We realize that your assets are only a means to an end, and that what is important to you to bring true wealth and happiness in the end. We focus first on these intangible goals and ideas to make sure we are doing our part to help you accomplish them.