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Services for Individuals

Our Disciplined, Client Focused, Holistic Approach

As a wealth management and retirement planning firm, Greener Path Retirement Planning uses a disciplined Four-Step process designed to allow the different pieces of your financial life to work together to create a strategy that seeks to build and preserve your wealth. Though the resulting strategies and solutions are highly customized, this process enables us to provide a consistent and comprehensive experience to all clients.

No matter where you are in life – just getting started or planning for retirement – you have goals and dreams.  Conducting an annual review of your financial goals and retirement strategies is an ideal way to check that your plans for your future remain realistic and on track. 

A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life:

Wealth
Management

Saving for
College

Retirement
Planning

Estate
Planning

Navigating Financial Wellness

What Is A Retirement Planner?

What Is A Retirement Planner?

Planning for retirement encompasses the creation of strategies for saving, investing, and efficiently allocating funds and assets to strive for financial stability with confidence in one's post-work years.

A retirement plan can additionally function as a clear-cut method to work towards financial independence, allowing individuals to maintain their lifestyle through dividends, interest, and passive income generated by investment assets long before any predetermined age or date.

Our objective is to design an individualized plan for every family we support. These plans are usually not devised in a single day but require a period of development. This process may extend over several years as we strive to identify the most appropriate path for your unique situation.

What Is A Fiduciary?

What Is A Fiduciary?

A fiduciary is an individual or entity that represents the interests of others, including individuals, families, or organizations. Fiduciaries prioritize their clients' interests over their own, with a responsibility to uphold trust and act in good faith.

At present, only Independent Registered Investment Advisers are legally required to function in a fiduciary capacity. In contrast, Brokers or Financial Advisors associated with larger organizations follow a less rigorous "suitability" standard, which lacks the same commitment to prioritizing client interests over their own.

The adoption of the fiduciary role is crucial in our approach to client service. As financial professionals, we set ourselves apart by strictly adhering to a fee-only model and maintaining transparency, ensuring there are no concealed costs or fees.

Which Medicare policy is best for me?

Which Medicare policy is best for me?

Once you are eligible for Medicare at age 65, finding affordable medical insurance is a critical and complicated part of your retirement planning.

For most people who enroll in Medicare Part A and B, buying an additional plan is a good choice. Medicare Advantage or Medicare Supplement plans provide coverage for some “gaps” in your Medicare coverage and can save you money. We can help to navigate the complexities of which policy may be right for you.


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