Hourly financial planning services
MAKE YOUR MONEY GO FURTHER
We specialize in second opinions and are here for all your financial and insurance needs. We offer hourly financial planning solutions, which could save you thousands of dollars each year. Book a complimentary introductory call today to learn how much you could save!
Getting you from where you are, to where you want to be
Built on over 30 years experience, we pride ourselves on personalized financial service to help you make your money work harder for you. We offer fee only planning - with no hidden fees and specialize in second opinions.
Cash Flow & Debt Management
Learn to control your spending, manage your money and debts.
Insurance
Services
Individual and business Life, Disability, Long Term Care and Critical Illness Insurance.
Financial Planning
Personalized analysis, planning and ongoing support.
Estate
Planning
Take care of loved ones and your wishes with personalized estate planning support.
Investment Planning
Expertise to keep your investments diversified and on track.
Divorce Financial Planning
Settlement proposals and financial negotiations to maximize fairness.
Surpassing your expectations
We offer easy-to-understand second opinions and comprehensive financial analysis on all aspects of our client's financial life, from renting and home ownership to mortgage options, divorce settlement equalization work, insurance analysis, and more. We specialize in wealth preservation and tax minimization - it's always our goal to go beyond your expectations.
Meet your advisor, Bill
I'm William (Bill) Green. I’ve been a professional Consultant since 1990. I believe in maintaining a positive mindset and creating partnerships with a purpose - always striving for significant outcomes. When you work with me, you should expect a collaboration with transparency and consistency. Let's succeed, together.