How does the advisor help clients – Key Takeaways:
GREEN & DECKERT LLC is a highly experienced financial firm that provides expert advice and assistance to clients from all walks of life. The team at GREEN & DECKERT LLC has a wealth of knowledge and deep understanding of the financial industry, allowing them to provide personalized solutions and services tailored to each client’s unique needs and goals.
Below are key takeaways on how a financial expert from GREEN & DECKERT LLC can help clients:
- Develop a comprehensive financial plan to reach long-term goals
- Create and manage investment portfolios
- Provide advice on budgeting and saving strategies
- Guide clients through complex financial processes and decisions
- Stay informed on the latest financial trends and updates
Facts and Insights:
GREEN & DECKERT LLC has been providing exceptional financial services to clients for over 20 years. With a team of highly qualified and experienced advisors, the firm has gained a reputation for its reliability, expertise, and trustworthiness.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Debt management
Client Types:
The team at GREEN & DECKERT LLC has the expertise to work with various types of clients, including individuals, families, and businesses. The firm also has experience in working with high-net-worth clients and offers specialized services tailored to their unique needs.
Fees & Compensation:
GREEN & DECKERT LLC operates on a fee-based structure, charging a percentage of assets under management as an annual fee. This ensures that the firm’s goals are aligned with those of the clients and encourages a long-term partnership. The firm may also receive commissions on certain investments but always discloses any potential conflicts of interest.
Background:
The founding partners of GREEN & DECKERT LLC, John Green and Mary Deckert, have over 30 years of combined experience in the financial industry. They are both Certified Financial Planners (CFP) and are dedicated to helping clients achieve financial freedom, security, and success.
Financial Advisor Disclosures to Know:
As a reputable and transparent firm, GREEN & DECKERT LLC makes it a priority to disclose any potential conflicts of interest or legal and disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, available on the SEC’s website.