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Robert T. Green C.P.A. P.C.

(865) 482-4211

8 Wealth Management Issues

Investment Management*

In today's investment environment, it is easy to be overwhelmed by the amount of information available.  Without professional advice, taking action could be detrimental to your investment goals.  Together, we can create an investment strategy that is designed just for you with your unique goals and needs in mind.  We will build an investment plan that considers your investment goals, comfort level, expectations, and the effect of taxes on your portfolio.  This plan will manage your risk for every dollar of your return.  And, because investment management is something that should be adjusted as your goals evolve and your portfolio changes, we will work with you on an ongoing basis to monitor your portfolio and rebalance it as needed.

Cash Flow and Debt Management

Cash flow is the cornerstone of your wealth management plan.  In addition to your cash flow, your debt level and credit history are important barometers of financial health.  Working together, we can identify where your cash is going each month and evaluate potential opportunities to improve your cash flow through tax strategies and proper debt management.  You may discover that you have more resources than you might have thought to help you pursue your other investment goals.

Family Risk Management

Should something happen to you or a family member such as a disability, death, or a long-term care need, the careful planning and investing you have so diligently developed can be unraveled in an instant.  By learning more about your situation, we can evaluate your current risk plans to determine if they are adequately meeting your needs at this stage of your life and as you plan for the future.  If modifications are needed to your risk management plan, we will make suggestions that not only address your risk management needs but also consider the tax implications of these changes.

Retirement Planning*

People entering retirement are facing concerns that retirees did not face 20 or 30 years ago. We can partner with you to create a plan considering the level of assets needed to fund your vision of retirement including likely income needs, potential tax implications and risks that can stand in the way of realizing your vision.

Education Planning*

Every child dreams about what they will be when they grow up, and a college education can be the most important factor in that dream becoming a reality.  We can help you identify how much money you need to send your children or grandchildren to college, determine how much you need to save, and how this dedicated investment fits with your overall investment management plan.  By working with us, you can create an education plan theat does not compromise your progress in the other wealth management issues or your tax situaion.

Legacy Planning

What type of legacy would you like to leave?  Legacy planning is about so much more than just money.  Simply stated, a legacy plan ensures that what you want to happen will happen at the time of your passing.  Together, we can create a legacy plan that minimizes the amount of money going to your family.  Proper legacy planning can also eliminate the problem of placing your family in the position of guessing what you would have wanted.

Business Planning

The demands of running your company may leave very little time to focus on the important financial matters that can have a major impact on you, your family, your business, and your future.  Together, we can help you evaluate and implement strategies that not only protect your business, but also take advantage of opportunities that could improve your cash flow, tax situation, benefits, and the bottom line of your business.

Special Situations Planning

Throughout your life, as you pursue your long-term goals, some expected and unexpected needs will come your way, whether it is planning for a wedding, taking a spur-of-the-moment dream vacation, deciding to buy a second home or facing unexpected expenses due to unforeseen events.  We are here to help you with these situations and determine a path to get you through whatever financial challenges and opportunities arise. 

*These services are offered by Robert T. Green Jr. through his affiliation with HD Vest.


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