At Green Future Wealth Management, we spend time with clients to help crystallize their goals and timeline. By approaching planning this way, we can work with our clients to identify the appropriate mix of assets to accomplish their goals. Our founder, Nick Cantrell, often likes to say that “We are agnostic as to which financial tool to use.” Whether we are considering stocks, bonds, mutual funds, ETFs, annuities, insurance, or alternative or private investments, the correct financial instrument is the one that solves the problem most effectively. As an independent financial advisor, we have no proprietary investments or financial products and are free to choose from the vast array of securities available.
