Pre-Retiree
Before you retire, turn your savings into a retirement income plan. Know how much you will spend and where your income will come from.
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Louis Green
Wealth Advisor
CFP®, CFA®
Prestiq Wealth363 Bond St, Apt 205, Brooklyn, NY 11231-3769
Languages: English
My Approach
I believe good financial advice starts with understanding the whole picture. I take the time to understand what matters most to you, what you want your money to accomplish, and the financial decisions standing between you and your goals.
The Clients I Serve
Retirees or Seniors
Don’t think of retirement as simply an investment problem. It’s a coordination problem. Your income & spending all affect one another.
Working in Retirement
Coordinate your work income with Social Security, Medicare, taxes and withdrawals so earning more does not create unintended consequences.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Build a flexible income plan that bridges the years before Social Security and Medicare while managing taxes, withdrawals and risk.
Retirement Planning
Coordinate your income, investments, taxes, Social Security, Medicare and estate plan so each decision supports your overall strategy.
Sudden Wealth or Inheritance
Avoid rushing into major decisions. Take time to understand the tax, investment, estate and cash-flow impact before putting money to work.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I believe good financial advice starts with understanding the whole picture. Before making recommendations, I take the time to understand what matters most to you, what you want your money to accomplish, and the financial decisions standing between you and those goals. My approach is based on the framework I developed in my book, 5 Steps to Retirement Planning. We coordinate five areas of your financial life: investment planning, financial planning, tax planning, estate planning, and lifestyle planning. Rather than looking at each decision in isolation, we consider how they work together. Clients work directly with me and are supported by the broader resources of Savvy Advisors. As both a CFA® charterholder and CFP® professional, I bring investment management and comprehensive financial planning together in one relationship. You can expect a structured process, ongoing communication, and advice designed around your life, not a product or a model portfolio. My goal is to simplify your financial life, help you make informed decisions, and keep your plan coordinated as your circumstances, markets, and tax laws change.
Disclosures
All advisory services are offered through Savvy Advisors. For information about Savvy, visit our website: www.savvywealth.com. For more information about Savvy’s investment advisory business, please see our Form ADV and Form CRS.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.