The Greensage Group in Houston, Texas knows you can go anywhere for your wealth and risk management needs. We pride ourselves on doing business the old-fashioned way with a handshake and great service. You’ve worked too hard to risk your finances – your future with just anyone. We invite you to take a look around our website and see how we can help preserve your wealth and exceed your expectations.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
A quick look at how federal income taxes work.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Don’t overlook the need for renter’s insurance if you rent your home.
Here are 4 great, and sometimes unexpected, places to raise a family.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.
Here’s a quick guide to checking to see if you have unclaimed money.
Estate conservation is too important to put off. Do you have a smart exit strategy?