We are committed to maintaining the highest standards of ethics and professionalism in our relationship with you. By providing independent investment advice, we focus solely on serving your needs and acting in your best interest at all times.
For over two decades we have demonstrated the skills and knowledge to manage money during some of the most challenging economic times. We strive for the exceptional client experience and believe that objective financial guidance benefits everyone.
We develop, implement, and monitor diversified strategies that are designed to address your individual situation. By providing a comprehensive approach to financial planning, we assist you in working toward financial independence.
Our mission is to be your trusted advisor dedicated to making your financial goals a reality. For over twenty years, we have worked with individuals, families and businesses to deliver personal services and to deliver strategies with the objective of preserving and managing wealth. Wintergreen Financial Group was founded with the goal of assisting our clients in every aspect of financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Being healthy not only makes you feel good, it may also help you financially.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
How to help determine life insurance needs to provide for your family after you pass away.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How will you weather the ups and downs of the business cycle?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
When markets shift, experienced investors stick to their strategy.
What is your plan for health care during retirement?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?