Wealth Management
Build Your Financial Future
Financial planning begins with your first paycheck and continues through every stage of life. From buying a home to paying for college, preparing for retirement to creating a legacy, your goals require sound financial management and individualized strategies.
Ask yourself:
- Am I prepared for the unexpected?
- What are my long-term goals?
- How much do I need to save for retirement?
- Does my portfolio align with my needs and values?
By taking the time to review your financial goals and prepare for the future, you might accomplish more than you ever imagined.
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Financial Planning Services
The first step in working toward financial independence is assessing your goals, time frame and risk tolerance. Our advisors work with you to develop a financial plan that supports your philosophy and objectives. Our services include:
- Life Insurance – Seeking to improve your safety net.
- Education Funding – Covering children’s college costs.
- Tax Solutions 1 – Understanding and managing your tax burden.
- Portfolio Management – Building and rebalancing a diversified portfolio.
- Inheritance & Wealth Building – Preserving your wealth for the future.
- Retirement Planning – Funding retirement.
- Retirement Income – Distributing retirement funds.
- Estate Planning – Arranging the bequest of assets.
- Health & Long-term Care Planning – Navigating health care options in retirement.
Our Process
GreenState Wealth Management provides alternatives to standard deposit products. When you meet with one of our financial management professionals, you can be assured of a personalized one-on-one analysis that's designed with your specific needs in mind. We take a value-oriented approach to addressing your needs. We'll take the time to learn about you and your financial objectives, and then offer strategies based on your input.
Discovery
Before we get down to crunching numbers, we'll talk about the things that are most important to you: family, community, pastimes, church. We'll ask a lot of questions about what you're really thinking, feeling, or worried about; your experiences with money and what you've accomplished so far. Together we'll figure out where you are.
Planning
Based on what we discuss in the Discovery phase, we will assess your personal situation, gauge where you are now relative to your life goals and priorities, and consider what gaps exist. We will weigh in the financial implications of each goal we discuss and construct the framework for a plan that supports them.
Strategies
A benefit of holistic planning is that it provides a comprehensive view of all areas of your financial life. During this phase, we will recommend specific strategies to help match each of your goals. This is where we implement your customized plan.
Monitoring
Just when you make plans, life happens - and events large or small can change everything. The monitoring stage incorporates tracking systems to keep your plan on target. We'll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
1 - Specific individualized tax advice not provided. We suggest that you discuss your specific tax issues with a qualified tax advisor.