Wealth Management


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 – Wills & Trusts Planning


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 protect 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.

Insurance and Risk Management

Life and Disability Insurance

It is smart to regularly check that you have enough insurance coverage.

Your life and disability coverage generally should replace enough of your income so that your family's current and future needs are met -- including everyday living expenses, short- and long-term debts, education for your children, and retirement for your spouse

Medicare and Medigap

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 Medigap insurance is a good choice. Medigap or Medicare Supplement plans provide coverage for some “gaps” in your Medicare coverage and can save you money.

Health and Long-Term Care

One way to protect your assets during a health-related crisis is by purchasing long-term care insurance, which covers costs typically not paid by Medicare, such as nursing home care.

The policies can be a bit pricey, but in the long run, they may prove worth the expense.

Have a Question? 
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Years of experience have prepared us to guide you through your life transitions. 
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RICP conferred by The American College.

Our Team