Financial Planning

At Greenhill Financial Group we offer reliable financial planning for every stage of your life. We understand the importance of having a sound financial plan that can grow with you as life happens.

At Greenhill Financial Group, we help you create a plan that fits your lifestyle and will help ensure you don’t outlive your money. Gearing up for retirement can be difficult and we can help you plan every step of the way.

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We have your best interests at heart and are here to help you make informed decisions about your financial future.

Greenhill Financial Group will work closely with you to create a personalized plan to help you reach your goals and are available to connect whenever you have questions.

We get to know you, your goals, and your dreams. We know there’s no one-size fits-all approach to financial planning, so our small questions help us see your bigger financial picture and craft a plan that’s truly unique to you, not the market.

At Greenhill Financial Group we have no financial incentives to recommend certain products. They are fiduciaries, driven to help you make informed decisions for you and your family.

Bringing all the pieces of your financial life together is a challenging task. Although many professionals may call themselves “financial planners”, CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and they know how to make recommendations in your best interest.

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1. What experience do you have?

Ask for a brief description of the financial planner’s work experience and how it relates to their current practice. CFP® professionals must have a minimum of two years professional experience related to financial planning.

2. What are your qualifications?

Ask about the credentials your planner holds, and learn how they stay up to date with current changes and developments in the financial planning field. CFP® professionals expand their knowledge and stay informed through mandatory continuing education courses.

3. What financial planning services do you offer?

Credentials, licenses and areas of expertise are all factors that determine the services a financial planner can offer. Generally, financial planners cannot sell insurance or securities products, such as mutual funds or stocks, without proper licenses. And they cannot give investment advice unless registered with state or federal regulatory bodies.

4. What is your approach to financial planning?

Make sure the planner’s investing philosophy isn’t too cautious or overly aggressive for your needs. Learn how they will carry out recommendations or refer tasks to others.

5. What types of clients do you typically work with?
Some financial planners prefer to work with clients whose assets fall within a particular range, so it’s important to make sure the planner is a good fit for your individual financial situation. Keep in mind that some planners require you to have a certain net worth before offering services. When you search for a CFP® professional on this site, you can specify your investable asset range to find a financial planner whose services best match your needs.
6. Will you be the only financial planner working with me?
Some financial planners work with their clients directly, and others have a team of people that work with them. Ask who will handle your account, meet them and ask whether the planner works with professionals outside their own practice, such as attorneys, insurance agents or tax specialists. If yes, get a list of their names to check on their backgrounds.
7. How will I pay for your financial planning services?
Planners can be paid in several ways: through fees, commissions or a combination of both. As part of your written agreement, your financial planner should make it clear how they will be paid for the services to be provided.
8. How much do you typically charge?
Although what you pay will depend on your particular needs, the planner should be able to provide you with an estimate of possible costs based on the work to be performed. Costs should include the planner’s hourly rates or flat fees, or the percentage of commission received on products you may purchase.
9. Do others stand to gain from the financial advice you give me?
Ask the planner to provide you with a description of his conflicts of interest in writing. For example, financial planners who sell insurance policies, securities or mutual funds may have a business relationship with the companies that provide these financial products. CFP® professionals agree to abide by a strict code of professional conduct and have an ethical obligation to put your interest first when delivering financial planning advice and services.
10. Have you ever been publicly disciplined for any unlawful or unethical actions in your career?
CFP Board, the Financial Industry Regulatory Authority (FINRA) and your state insurance and securities departments each keep records on the disciplinary history of financial planners and advisors. Ask which organizations the planner is regulated by and contact these groups to conduct a background check. CFP® professionals are subject to disciplinary action if they violate CFP Board’s standards.

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