About Green Mountain Planning
Does any of this sound familiar?
Not yet ready to retire but want to ensure you can do so confidently?
Looking for a plan that incorporates all facets of your financial life?
Uncertain if your current strategy aligns with your retirement goals?
Feeling overwhelmed by the complexity of retirement planning,?
Interested in exploring strategies to save money on taxes?
Worried about outliving your savings?
Unsure if you're diversified enough?
If any of that sounds familiar...
You're in the right place.
YOU'VE WORKED HARD TO GET HERE. LET US GET YOU TO THE FINISH LINE
Here's How...
First, we make sure your plan is feasible. We'll discuss and cast your vision of retirement, put numbers to it, and make an initial assessment.
Next, we assess your plan's resilience by conducting a series of stress tests against the key risks in retirement.
Lastly, we go over our strategy to help you optimize your plan so you can retire early and pay the least amount of taxes.
Once the initial phase is complete, we proactively continue to monitor your plan and suggest changes.
We don't stop at retirement planning; we also look for ways to minimize your tax liability and protect you from lawsuits.
Because we are a commission-free firm, you never have to worry about our recommendations not being in your best interest.
Meet Your Team
G.M.P. & Charles Schwab®
" You can sleep well at night knowing your investment accounts are held by an established financial institution you can trust."
- Nestor Vargas CFP®, Founder, Green Mountain Planning
Charles Schwab, founded in 1975, is one of the leading providers of custodial services to independent advisors like us. You can rest assured that your money is held with an established financial institution you can trust.
1. Through our relationship with Charles Schwab, you will receive a monthly simplified, consolidated statement reflecting all your investment positions and transactions in your F brokerage account. You will also have online access to your account directly via their website.
2. Working with Charles Schwab gives Green Mountain Planning access to a wide range of institutional products and services at a low cost, enabling us to serve our clients' needs effectively.
Our firm values our clients' unparalleled access to 33,000 employees at Charles Schwab.