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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Calculating your potential Social Security benefit is a three-step process.
Learn all about Medicare basics in this informative and insightful article.
Here are some simple and inexpensive energy-saving tips that may help you save money.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
These food myths will really put a drain on your wallet.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Savvy investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how to set up your financial goals for success? This knight does.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, cracking the code on bonds.