About Green Bee InsuranceSM
Founder & PresidentGreen Bee InsuranceSM
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
At Green Bee InsuranceSM, helping you achieve your vision for retirement is our number one goal. We work closely with you to objectively assess your individual retirement strategy, and help provide solutions tailored to your needs.
Green Bee InsuranceSM are proud to be independent financial professionals. Being independent allows us access to a diverse set of products and solutions from a wide-range of insurance companies.
The Green Bee InsuranceSM Core
We take a personal approach and offer a high level of service paired with years of experience, comprehensive resources and support, objective and in-depth knowledge. Through our dedication to service, Green Bee InsuranceSM creates value for our clients resulting in innovative retirement solutions that cater to their individual needs, goals and vision.
If you would like to have a conversation about your retirement strategy, please contact us online or call our Fort Lauderdale office at (954) 437-4082. There’s absolutely no cost or obligation