Personalized service based on your needs.
We’ve got you covered.


We work with you to design, implement and monitor a custom financial plan specifically focused on achieving your goals. This plan takes into consideration your current financial situation, goals for the future and any challenges you may encounter throughout your life. Based on your specific situation, your plan may incorporate any combination of tax-free investment strategies, wealth management, estate planning, insurance planning, 401(k) rollovers and more.

Once your plan is implemented, we meet with you on a regular basis to review progress toward your goals and discuss how any changes in your life or long-term goals may impact your strategies. We then make updates and revisions as necessary to help ensure your financial plan continues to meet the needs of your ever-evolving life.


At Green Peaks Planning, we believe tax-free investment strategies, such as Roth IRAs and 401(k)s, are some of the most under-utilized tools for retirement planning. We specialize in maximizing the tax savings afforded by these valuable accounts as we help clients plan for retirement and beyond.

We strive to incorporate the following tax-free investment strategies whenever possible.

  • Roth IRA establishment
  • Roth 401(k) Plan Contributions and Rollovers
  • Back-door IRAs
  • Roth Conversions
  • Health Savings Accounts (HSAs)


The focus of our wealth management approach is to help clients build, maintain and protect their nest eggs. We do so by implementing a custom investment portfolio that takes into consideration your current financial situation, short- and long-term goals, risk tolerance, retirement income needs, investment time horizon, estate planning goals and more.

Informed by our in-depth knowledge of your personal financial situation, we identify a diverse mix of lost-cost investments that we believe have the potential to help maximize your long-term outcomes. We simultaneously strive to protect against downside risk and position your portfolio to weather market volatility.

We then continuously monitor and adjust your portfolio as in response to market factors, regulatory changes and economic forces, always with a goal of maintaining an optimized and tax-efficient asset allocation.


At Green Peaks Planning, we understand how important it is to leave a lasting legacy for the people and causes that matter most to you.

That’s why we work with your estate planning attorney to incorporate your estate planning wishes into your overall financial plan. Based on your specific needs, we will work with your attorney to ensure the following documents are compatible with your overall financial
life goals.

  • Last Will and Testament
  • Living Will
  • Advance Medical Directive
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Irrevocable Life Insurance Trust
  • Revocable Living Trust


It’s not enough to simply grow your wealth, you also need to protect it. We work with you to implement a wide range of insurance solutions that help ensure your family will be protected should something unexpected occur.

We begin by conducting a thorough analysis of your current and potential risks. We then evaluate any existing insurance policies to identify any potential gaps in your coverage. If we uncover a need for additional insurance, we can help implement a policy to meet your specific needs.

We typically consider the following coverage types.

  • Umbrella
  • Life
  • Long-term Care
  • Disability
  • Annuity
  • Dental
  • Vision


If not properly rolled over, your 401(k) from a former employer can be subject to significant taxes and penalties. And, if you leave your 401(k) in the employer’s plan, you may be subject to plan fees.

Our 401(k) rollover services help ensure a tax-efficient transfer of assets into an account type that makes sense for your personal financial situation. We handle all aspects of the account transfer so you don’t need to worry about tax penalties. Once rolled over, we provide investment guidance to help ensure the assets are invested in a manner that is consistent with your objectives and in line with your other portfolio assets.

Interested in learning more about how
Green Peaks Planning can help you prepare
for your financial future?

Contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.