GreenLife Advisors was created to help modern families and women in transition reach their financial goals through a pragmatic planning and investing process. We are passionate about working with individuals throughout their life cycle and helping make a difference in their lives.
We are members of NAPFA and XY Planning Network, organizations of fee-only financial planning professionals. We choose to practice as fee-only advisors as we believe that best enables us to act as a true fiduciary for our clients rather than encounter the conflicts of interest inherent in commission-based compensation, as is the case with many other financial advisors focused on selling products. As GreenLife Advisors is a fee-only financial planning and investment advisory firm, it will not sell annuities, insurance, stocks, bonds, mutual funds, limited partnerships, or other commissioned product. No commissions in any form will be accepted.
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Industry
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Financial Services
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Company size
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1 employee
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Headquarters
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Scarsdale, New York
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Type
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Self-Owned
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Specialties
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financial planning, risk management, investing, retirement planning, college savings, cash flow and debt management, estate planning, incapacity planning, and insurance review