Financial Planning

At Green Bee Insurance, we are also experienced and trusted in helping you set your retirement goals with financial planning. Clients look to our knowledge and planning to set goals, meet them and retire smoothly. Our process involves looking at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals. Here is what we will do for our clients:

  • Establish and define our relationship and goals
  • Get to know you on a personal level
  • Analyze and evaluate financial status.
  • Develop and present financial planning recommendations and/or alternatives.
  • Implement the financial planning recommendations.