Greener Path Retirement Planning | Palm Beach County, Florida

Guiding You Through Life Transitions

We provide a high level of responsive and personal service to clients, informed by a deep understanding of their needs and preferences.

Get to Know Us

Independence is Your Advantage

We offer clients access to a wide range of non-proprietary products and services - without the obligation to sell any particular investment or brand - keeping our focus solely on goals and objectives.

Learn More

Taking Care of You and Your Family

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Let's Talk

Welcome to Greener Path Retirement Planning

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.

As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Schedule a Call