Tag Archives: retirement

Get to Know Green Financial Group’s Lauren Smith (Ep. 3)

May 8, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

When it comes to financial advising, there are various ways to measure success. Oftentimes, it comes back to the values of the advisor.

In this episode of The Green Zone Podcast, learn more about Green Financial Group’s Director of Business Development, Lauren Smith. Discover how she measures success with her clients, what makes her great at her job, and more.

In this episode, you will learn:

Who Lauren Smith is, and how and why she became an advisor
Who Lauren’s ideal client is
How Lauren measures success with clients
What Lauren’s proudest achievement is
And more!

Join us now to get to know all about Lauren Smith!

Resources: Green Financial Group: (713) 244-3030

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The Green Zone Financial Plan (Ep. 2)

April 8, 2020Finance, Financial, Investing, Retirement, Uncategorizedadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Green Financial Group specializes in providing a comprehensive approach to financial planning so that you can live your ideal lifestyle.

But what exactly does their planning involve and how can it benefit you as an oil and gas executive?

Today, Jeff Green welcomes Green Financial Group partner Lauren Smith, CFP®, MBA, to explore what makes up the green zone financial plan. Together, they highlight the eleven areas they cover during their planning process and why each area is important.

In this episode, you’ll learn:

How often Green Financial Group revisits your plan — and why
Important planning areas covered in the green zone financial plan
How insurance changes as you enter retirement
What client relationship management means to Green Financial Group
And more!

Listen now to learn about the green zone financial plan and what it can bring to your financial life!

Resources:

Green Financial Group | (713) 244-3030 | 50 Things Whitepaper | 11 Wealth Management Services White Paper | Client Bill of Rights

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Introducing The Green Zone Podcast (Ep. 1)

March 26, 2020Finance, Financial, Investing, Retirementadvisor, family, finance, finances, financial, financial health, Green Financial Group, Jeff Green, Lauren Smith, planning, retirement, taxesthegreenzone

Welcome to The Green Zone Podcast featuring Jeff Green of Green Financial Group!

In this debut episode, Jeff Green kicks off the series by sharing why he’s ready to teach oil and gas executives how to take command of their finances and to live in the green. Jeff also helps you get to know him better by sharing more about his professional passions and outlook, along with some of his personal interests and hobbies.

In this episode, you’ll learn:

How Green Financial Group helps oil and gas executives with their finances
How Jeff and his team earn clients’ trust
Why Green Financial Group believe in managing their own portfolios
What’s to come on the Green Zone Podcast
And more!

Tune in now for your official introduction to Jeff Green the Green Zone Podcast!

Resources: Green Financial Group |(713) 244-3030

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