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retirement seminar

 

What the professional team at Greenwing Securities offers:

 

Products:

 

 - Brokerage services provided through Shareholders Service Group*

 

  - Stocks

  - Bonds

  • Tax-advantaged municipals

  • Corporate

  • Government

  - Mutual funds

  - Options

  - Unit Investment Trusts

  - Exhange Traded Funds

  - Variable annuities

 

Services:

 

  - Professional investment portfolio management

  • Complimentary consultations

  • Asset allocation development and implementation

  • Portfolio rebalancing

  • On-going performance reviews

  • Investment advisory services

  • No-fee financial planning

  • Fee-based management structure in your best interest

retirement planning services

 - Retirement services for individuals

  • Retirement plan rollovers to IRAs

  • "Recreating your paycheck"

  • Net Unrealized Appreciation

  • Defined Contribution Plan Review

    - Retirement plans implemented for any size business

  • 401(k)
  • SEP-IRA
  • Profit Sharing
  • Money Purchase Plans
  • Target Benefit
  • Employee Stock Option Plan (ESOP)
  • Stock Bonus
  • SIMPLE

 

What is your risk tolerance?  Are you risk-averse, aggressive, or somewhere in between?  Complete our survey and find out - click here

 

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*Shareholders Service Group, Inc.

Member NASD/ SIPC/ Reg'd MSRB.  Shareholders Service Group is based in San Diego, CA.

 

Greenwing Securities provides retirement planning services to residents of Louisiana including but not limited to Baton Rouge, Lake Charles, New Orleans, Bossier City, Lafayette, Chalmette, Kenner, Metairie, West Monroe, Shreveport, Slidell, Opelousas, LaPlace, Pineville, Bogalusa, Baker, Bayou Cane, Crowley, De Ridder, Denham Springs, Donaldsonville, Mandeville, Natchitoches, Harvey, Marrero, Zachary, Port Allen, Fort Polk, Marksville, Avondale, Destrehan.

 

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Greenwing will build and manage a portfolio tailored to your goals, attitudes, willingness to accept risks, and time horizon.  Call

(225) 214-0047 or toll free at (888) 241-1799.

 

>> more details

 

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What type of investor are you?  Take our free online survey and find out!

 

>> take survey

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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