With nearly three decades of professional experience, Green Financial Resources President & CEO Roger Green has the experience to help his clients understand investment planning, and the knowledge to help them with a vast range of financial planning issues. His tried and true approach is customer-focused, offering advice and coaching to help people diversify and invest to increase the potential for growth in their assets over the long-term.
“We believe God is in charge, but it’s on us to be good stewards of our capital,” Green says. “If you sit idle on your money, then you’re removing the potential. Our focus has been on getting people to take action to control their financial future through planning, and to do so as more educated investors.”
Customers come seeking advice that runs the gamut: educational retirement planning classes; financial and retirement planning; investments and investment allocation; savings and withdrawal advice; small company retirement plans; tax reduction/deferral advice; LTC, life, and disability insurance coverage; as well as charitable giving and estate planning strategies.
Green says he’s thankful for the expertise of his wife, Laura, who is Chief Operating Officer, and the work of his entire staff. “It’s our entire team that makes our business successful,” he says.
“Each person contributes different things, but we are all focused on supporting each other, delivering excellent customer service, and on truly helping people–and I believe that comes through in all we do.”
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Green Financial is not affiliated with Cetera Advisors LLC. Awards are not a guarantee of future performance or success.
Green Financial Resources LLC 3700 Crestwood Pkwy, Suite 140 Duluth, GA 30096
Phone: 770-931-1414Â |Â Fax: 770-931-8314Â |Â rogersgreen.com
“Your Green” Since 1998 – Listen Saturdays 10-11AM on 970 AM or live at faithtalk970.com
