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.
- CERTIFICATES OF DEPOSITS
- MUTUAL FUNDS
- STRUCTURED SETTLEMENTS
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.
TEN QUESTIONS TO ASK YOUR FINANCIAL ADVISOR
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.