Services
The Greensage Group will help you navigate through volatile market situations. We tailor a plan and give advice based upon your individual goals and conditions. Our team is proficient in wealth and risk management incorporating expertise in employee benefits planning as well as insurance.
Earning Your Trust Since 1974
Having a complete understanding of the client’s overall situation enables advisors and consultants to provide a rare opportunity to present an optimum strategy that meets the client’s needs.
Schedule a Consultation
1
The Greensage Group will conduct a comprehensive study concurrent with your active participation to fully understand your individual financial goals and aspirations.
2
The process leads to the development of a dynamic wealth and risk management strategy specific for your situation. In varying degree, strategy may include tax structuring, education plan, retirement plan, long-term financial security for dependents and business succession.
3
We include you in the active management of your portfolio through a “Participate, Advance and Protect” process. We will prepare a well-defined, up-to-date and insightful asset allocation model formulated to reduce risk and improve returns.
Wealth of Experience
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FINANCIAL PLANNING
Complete a personalized plan around your unique financial goals and priorities. We will design and present wealth management solutions to pursue your financial independence. -
RETIREMENT PLANNING
Pursue your vision of the future - free of worries and engaged to your passions. Be equipped with the knowledge of diversifying your investments to elevate your financial position. -
ESTATE PLANNING
Your legacy is much more than your assets. It’s your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave. -
INVESTMENT MANAGEMENT
A well-structured wealth management strategy helps protect and build your financial resources. We will guide you to make informed decisions that aligns closely to your financial goals.