GREEN TREE WEALTH
A Plan For Living Well
Our goal is to turn concern into confidence with a retirement plan.
Many people have a stock portfolio and retirement accounts but what they are lacking is an all-encompassing strategy to turn those savings into a lasting and fulfilling retirement. If this sounds like you, don't worry, because that's where we can help.
Discover
Once we know your goals, our team can build a Green Tree Wealth Plan. What causes do you value? Who are the people you cherish? Before we discuss finances, we get to know what's important to you and how
you plan to spend your
time and earnings once
you retire.
Co-Design
This is where we dive in. We will model various ways to position your savings, outline strategies for withdrawal, explore multi-generational wealth planning, factor healthcare needs and Social Security, and account for expenses-both planned and unplanned. We're only done when you're fully confident with the strategy we build together.
Implement
So what is a Green Tree Wealth Plan? It's your entire financial strategy complied in one clear, easy-to-digest deliverable. Receiving your Green Tree Wealth Plan is just the start. From the moment you join our Green Tree family, our dedicated client services team goes to work ensuring you're ready for whatever comes next.
Here’s how we do it….
Minimize Tax Exposure
For the majority of people, a tax-deferred 401k or IRA is a bomb waiting to go off. We can help build a long-term withdrawal strategy outlining predictable income without unnecessary tax exposure.
Protect Against Market Volatility
Major market losses can derail a retirement. We actively manage client investments so that you don't have to.
Maximize Your Savings
After working your whole life, it’s now time to reap the benefits and enjoy your earnings.
We’ll provide you the confidence to turn your savings into fulfilling life experiences.
Create a Quality Plan
Green Tree Wealth creates and implements a complete strategy for income, healthcare, Social Security, legacy planning, and everything else life throws your way.
Schedule a meeting with Green Tree Wealth
Choose one of the meeting types to schedule a time to speak with us. We look forward to sharing how we can help you and your family.
Contact Us
Location
541-550-7443
jacob@greentreewealth.com
937 NW Newport Ave
Suite 211
Bend OR 97703
Office Hours
Monday
Tuesday
Wednesday
Thursday
Friday
9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM
9:00AM- 5:00PM