Whether you are looking to rollover your IRA or 401(k), have inherited money, need to estimate retirement cashflow, or are just seeking sound advice, we welcome an opportunity to build a relationship with you and compete for your business.
At Ginger Green Financial we take pride in our investment advice. Suitability of our recommendations is at the heart of every discussion we have with our clients and prospects. We will not sell you an investment strategy or product unless we are comfortable with how it will work for you under a multitude of circumstances. Each person’s scenario is different. We take the time to explain tax efficient investments, underlying investment fees, and to measure your risk tolerance against your investment goals. At the end of the day, we believe we should be one of the four most important people in your life: Doctor, Lawyer, CPA, and Financial Advisor. We prefer to build a relationship with you that is based on trust and open communication. Transactional business is not our goal. We want our relationship to expand decades into the future and in time to earn warm introductions to your friends and family.
- Mutual Funds
- IRA’s, Roth IRA’s, 401(k)’s
- Managed Asset Portfolio’s