The financial planning process should begin with understanding what is important to you. We listen, assess and discuss tax-efficient, financial strategies.
ADVANTAGES TO RECEIVING WEALTH MANAGEMENT SERVICES
FROM GREEN STREET CAPITAL, LLC
Your unique strategy is designed based on what is important to you: your goals, your dreams and your time horizon. We use an experienced investment advisory committee to provide oversight and management of your investments by navigating nuances of the market landscape for you.
In the course of helping you navigate your financial future, we can review your retirement plan and make certain you are on track for a comfortable retirement.
You are protected along the way with a full risk assessment which offers advice to protect you, your family and/or your business.
You can build, manage and preserve your wealth with our full range of strategies and solutions.
Collaboration between our wealth management team and your tax advisor provides you with a distinct advantage in your financial planning process.
WHY GREEN STREET CAPITAL AND HKFS?
Green Street Capital partners with HKFS, a wealth management company that specializes in accounting and law firm clients. Founded by the partners of Honkamp Krueger & Co., P.C., a Top 100 CPA and business consulting firm, HKFS has a thorough understanding of navigating the special relationship between advisors and their clients. They work seamlessly with us to offer you an all-encompassing and guided approach to financial planning.