“A goal without a plan is just a wish” – Antoine de Saint-Exupery
GWM is committed to providing you with objective perspectives, transparent advice and customized financial solutions. We begin the process with a deep understanding of your financial priorities, goals, risks, and objectives. Once we have addressed all aspects of your financial position we can then develop a plan that will not just get you to retirement, but through retirement.
Greenline Wealth Management empowers clients through:
• Individual Financial Planning
• Investment Management
• Retirement Planning & Retirement Income Strategies
• 401(k) Rollovers
• Estate Planning & Wealth Transfer
• Charitable Giving & Foundation Management
• Life & Health Insurance, Annuities
• College Planning (529 plans)
• Long-Term Care Insurance
• Fixed/Variable Annuities
