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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Investors who put off important investment decisions may face potential consequence to their future financial security.
It's important to understand how inflation is reported and how it can affect investments.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What does your home really cost?
What is your plan for health care during retirement?
Learn about cyber liability insurance in this entertaining video.
Around the country, attitudes about retirement are shifting.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
For women, retirement strategy is a long race. It’s helpful to know the route.