Financial Accumulation Services:
For many, planning early is at the heart of a sound financial future. At GreenHouse Financial, we realize the importance of taking the right steps in order to accomplish not only your short-term fiscal goals, but also your long-term desires for a happy retirement.
- Saving & Investment Planning
- Mutual Funds
- Reverse Mortgage
- Tax Favored Plans
- 529 Plans
- DROP Specialist
With Financial Planning services from GreenHouse Financial, you can receive helpful advice from a professional who is committed to assisting you in planning for a secure and stable future. Our Financial Planning advisors can help you determine:
- The right retirement plan for your individual and family-oriented needs
- How much money you should put away in savings
- Whether you currently have the right amount of insurance coverage (including Disability)
- How much money you should invest
- Whether you’re on track to saving enough for retirement