Do you want to invest and grow your money, but want to make sure you’re doing it wisely? 

This Investment Management & Advice service is designed to help you if you don’t want to spend time analyzing investments, want help picking the right investments for your situation, want help buying rental property, or you’ve received an inheritance and want to make the best of it.

 

Why is Investment Management & Advice right for you?

Legally required to put your interest first: As a Registered Investment Advisory we are a legal fiduciary.  This means we must always do what is in your best interest.  No commissions, no conflicts of interest.

Save money: Many individual investors lose money trying to invest on their own.  Get the support you need to stop investing with your fingers crossed.

Earn and learn: Our goal is to help you become a more educated investor, while we help you grow your money.  We focus on making sure you’re informed on why we make our recommendations, and how they will help you reach your goals.

Maximize growth, reduce risk: You’ll get a personalized risk assessment to make sure we develop a plan that helps you grow your money, while not taking on too much risk.

Grow your money using rental properties or stocks: Learn from our investing experience how you can diversify your investing strategy to achieve your goals faster.

What will you get with Investment Management & Advice?

Financial Checkup: Get a quick snapshot of how you’re doing with managing your money.

High-yield Savings Strategy: Ensure your savings in the best high-yield savings account, instead of having your money sitting in a bank savings account earning nothing.

401k Review: Analyze your current 401k investments to make sure you’re not losing money to hidden fees, or missing out on returns because you’re in the wrong investments.

IRA Set Up: We can set up your IRA to help you invest and minimize your tax liability.  

Online Brokerage Account Set Up: For money you want invest in the stock market, outside of the 401k and IRA, we can help you set up an account with the best, inexpensive online broker.

Rental Property Investing Strategy: Help you invest in cash-flowing rental property.

Managed, Automated Investing: If you want to be completely hands-off, we can select your investments and automatically rebalance your investments for you.  You’ll be able to log online to see how your accounts are doing 24/7.

Financial Freedom Summary: Based on your investment strategy, see exactly when you’ll achieve financial freedom.

2 One-hour Online Sessions: Personal one-on-one discussions right from the comfort of your own home.  We’ll take all of your questions and concerns to make the plan that’s right for you.

What is the process?

Initial 30-Minute Phone Consultation

One-Hour Discovery Session

One-Hour Recommendation Session

Implement Your Plan

How much does Investment Management & Advice cost?

Ready to get started?

Schedule an initial consultation today for just $29.  To schedule your consultation you’ll be asked to make a small one-time payment of $29.  We’ll reach out to you within 24 hours to schedule your initial consultation.

This small payment ensures we only get serious inquiries which allow us to spend more time helping our existing clients.

What is our year-to-date investment performance?

  • GFS Multi-Sector Fund 22.5%
  • GFS Steady Growth Fund 14.4%
  • S&P 500 Index 15.1%

Performance is based on Year-to-date performance as of 8/15/19.  Data collected from www.motifinvesting.com.

Contact

Phone: (424) 253-6486

9320 Wilshire Blvd. Beverly Hills, CA 90212

craig@greenfinancialsolutions.net

 

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Access to Green Financial Solutions services is only available to clients pursuant to an investment advisory agreement, and accepting delivery of Green Financial Solutions' Form ADV and Part 2 Brochures. You are encouraged to read these documents carefully. All investments involve risk and may lose money. Green Financial Solutions does not guarantee the results of any of its advice or account management. Clients should be aware that their individual account results may vary.

Registered representatives associated with this site may only transact securities business with residents in California.