Services

Here Is What We Do

INSURANCE PLANNING

INSURANCE PLANNING

We offer insurance planning for both business and individual clients. Since 1999 we have been helping our clients plan for the unexpected.

RETIREMENT PLANNING

RETIREMENT PLANNING

Saving for retirement is a long journey and we are here to guide you through the process. Whether you are using an IRA, Roth IRA, 401(k), 457 or Non. Qualified account we will be here to help.

TRUST & SERVICE

TRUST & SERVICE

We do our best to find you the right solutions and save you money. Service is our #1 priority, that is what sets us apart. We are here for our clients and work on building TRUST by providing service.

Business Services

GROUP HEALTH INSURANCE

Group Benefits cover many different areas of insurance planning. We help our clients with the following plan types:

  • Medical health plans
  • MEC Plans
  • Level Funded Plans
  • Dental
  • Vision
  • Life
  • Cancer
  • STD/LTD

We also make it easy to work with us with Electronic enrollment and service.

COMPANY RETIREMENT PLANNING

Company retirement planning is a great benefit to add to any business trying to attract and retain high quality candidates. At Green Financial Solutions, we help explain the process of using your business as a money generating machine to fund your 401(k) and build your assets very fast. We will work with you to take advantage of tax breaks through your 401(k) that you probably are not getting now. Let us show you how to take advantage of your retirement plan for you and your employees.

 

PAYROLL SERVICES

Payroll is a major part of any business. We work with our clients to find a payroll solution that will last for the long haul. We partner with strong companies that work just like you do, by keeping our clients happy. We will be there long after the initial sale to keep your payroll services running correctly.

Personal Services

LIFE INSURANCE PLANNING

Life insurance is the foundation of any good financial plan. When you are young and have a family, buying homes, buying cars and building credit you need to be protected in case you die prematurely. Life insurance is the best why to protect the financial stability of your family. 

INDIVIDUAL HEALTH INSURANCE

Individual health insurance planning captures more than just health insurance alone. We offer dental, vision, Cancer and Critical Illness plans as well. This helps build the whole package to your individual benefits.

MEDICARE HEALTH PLANS

Turning 65 is not all bad. You are now eligible for Medicare. We help our clients that are aging in to Medicare navigate the health and RX plans that are available to them and help select a plan that makes the most sense for their personal situation. No matter if you are looking for a Medicare Supplement plan or a Medicare Advantage plan, we can help you find your solution.

SAFE MONEY PLANNING

You have been saving for your retirement for 30-40 years and now it is time to think about using those funds. What happens next? This is where we step in to show you how to build your own personal pension plan using SAFE MONEY! What is safe money, it is money that you can not afford to lose to bad market conditions. We use accounts that will protect your money in any market condition and build an income stream that will last forever.

INDIVIDUAL RETIREMENT PLANNING

We see clients from all walks of life and job descriptions. We help determine when to start saving for retirement and how to make their goals a reality. We use many account types to achieve these goals:

  • IRA
  • Roth IRA
  • 403(b)
  • FIA (Indexed Annuities)
  • Fixed Annuities
  • Non. Qualified accounts

PROPERTY & CASUALTY INSURANCE

Protecting some of your most valuable assets is job 1 for us. When it comes to covering your personal belongings, we can be your one stop shop:

  • Auto insurance
  • Homeowners insurance
  • Flood insurance
  • Renters
  • RV
  • Motor cycle
  • ATV and SXS

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

ivan@gfsplanning.com |  281-822-2323