At Green and Gold Financial Planning we recognize that investments are often the vehicle clients use to meet their financial goals.  To help in meeting these goals, we work with our clients to understand their goals and risk tolerance to recommend and manage their investments in a way that gives them the best possible chance to succeed.  At Green and Gold Financial Planning, we have five core beliefs that guide our Investment Management service:

  • Asset Allocation
  • Global Diversificiation
  • Discipline
  • Tax Efficiency

I believe in investing for the long-term.  If day-trading and stock picking is what you are looking for, Green and Gold Financial Planning is not for you.  However, if you you are looking for professionally managed portfolios with tax-efficient strategies, contact us today at to schedule a complimentary consultation.