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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Five overlooked tax deductions to help manage your tax bill.
What can be learned from the savings rate?
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
All about how missing the best market days (or the worst!) might affect your portfolio.
Bucket lists don’t have to be for tomorrow.