Green Trails Wealth provides financial planning services to individuals, high net-worth individuals, charitable organizations, and businesses. Green Trails Wealth works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. The firm offers advice on business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Fee Structure
Green Trails Wealth offers ongoing financial planning for a monthly fee, paid in arrears, ranging from $100 to $2,000 per month. The fee is based on the complexity of your situation, income, net worth, and the time required by the advisor.
Green Trails Wealth offers comprehensive financial planning services for an initial fee of $500 to $10,000. The fee is based on the complexity of your situation, income, net worth, and the time required by the advisor.