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WELCOME TO GREEN MOUNTAIN WEALTH STRATEGIES

Personalized Financial Planning and Wealth Management

Company Philosophy

Visualize Your Future

At Green Mountain Wealth Strategies we work to get you what you want today,  while preparing for tomorrow. Our job is not just to pad your life for retirement. We understand that your bucket list can't wait until age 65. We specialize in striking a balance between short term and long term goals, so you can live your life now and retire with financial confidence.  Our realistic, open approach allows us to work together to visualize your future, and help you live the life you want.

Why Us?

We are a family business focused on providing a balanced approach to assist you with every step along the way. 

We are based in Oregon, Wisconsin and offer services throughout Wisconsin, northern Illinois, northern Iowa and select other states. 

Shows how transfer-on-death designations help avoid probate costs.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Suggests considering life insurance for stability during uncertain markets.

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Describes how Roth accounts can generate tax-free retirement income.

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Will you be able to afford nursing home care?

How Long Will Your Funds Last?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck