Retirement Planning

retirement planning services

Reaching retirement is an exciting landmark in a person's life but are you really as prepared as you think you are? How much money will you need to live comfortably? Is your current investment strategy sufficient to support this goal? Preserving your assets and managing investments properly requires proactive planning and a skilled wealth management professional who has your best interests at heart. At Green Capital Transaction Services, LLC, we have the knowledge and experience to help you put the right retirement plan in place. We'll make sure your retirement plan coordinates your investments with your long-term financial objectives so you can face your golden years with confidence.

Retirement planning is very personal so the first thing we'll do is get to know you. We'll learn about the type of lifestyle you want to maintain so we can guide you towards financial decisions that will make it possible. All aspects of this strategy will take advantage of every opportunity to minimize taxes and preserve your wealth.

With our guidance, you and your family can be well-prepared for whatever lies ahead. We’d love to get to know you so call us now at 561-313-8433 or contact us now through our website to get started.

Retirement and wealth planning services:

  • Retirement counseling and advising
  • Assistance selecting investments or funds
  • IRAs - traditional, Roth, SEP, simple
  • 401K plans
  • Retirement distribution planning
  • Beneficiary review
  • Asset protection and wealth management
  • Succession planning