Strong & Trusted Financial Guidance
We Help in Preserving Assets Through Generations
Let us put our financial savvy to work for you. Green & McElreath can provide smart solutions that will consistently exceed your expectations. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.
We can offer assistance with:
- Estate Planning—our skilled team can help safeguard your accumulated wealth for future generations through proactive initiatives to reduce the tax burden of your estate. We can also assist with estate tax compliance reporting and estate settlement.
- Business Management Consulting—we offer years of experience advising business owners on a wide variety of challenges encountered in every phase of your business’s lifecycle. We can help with start-up, financing, business plan creation, personnel, forecasting, and analysis of business operations, or expansion.
- Closely-Held Business Succession Planning—our team will implement financial management strategies that protect your company’s position, maximize its value and help you plan for its succession.
- Asset Protection—our team can lead you through a well thought out plan to legitimately shield your assets from taxes and litigation through various asset protection techniques including gifting, trusts, insurance, retirement planning, business entity selection and more. Our goal is to help protect what you’ve worked a lifetime to achieve.
- Retirement planning—Our team can help to ensure you achieve financial security later in life through proper planning now.