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About Green Mountain Planning

Does any of this sound familiar?

 Not yet ready to retire but want to ensure you can do so confidently?

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 Looking for a plan that incorporates all facets of your financial life?

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 Uncertain if your current strategy aligns with your retirement goals?

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 Feeling overwhelmed by the complexity of retirement planning,?

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 Interested in exploring strategies to save money on taxes?

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 Worried about outliving your savings?

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 Unsure if you're diversified enough?

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If any of that sounds familiar...

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You're in the right place. 

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GET ANSWERS TO YOUR QUESTIONS

Schedule Your Free Retirement Check-Up (completely free, zero obligation) 

YOU'VE WORKED HARD TO GET HERE. LET US GET YOU TO THE FINISH LINE

Here's How...

First, we make sure your plan is feasible. We'll discuss and cast your vision of retirement, put numbers to it, and make an initial assessment. 

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Next, we assess your plan's resilience by conducting a series of stress tests against the key risks in retirement. 

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Lastly, we go over our strategy to help you optimize your plan so you can retire early and pay the least amount of taxes. 

Once the initial phase is complete, we proactively continue to monitor your plan and suggest changes. 

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We don't stop at retirement planning; we also look for ways to minimize your tax liability and protect you from lawsuits. 

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Because we are a commission-free firm, you never have to worry about our recommendations not being in your best interest. 

Meet Your Team

G.M.P. & Charles Schwab®

" You can sleep well at night knowing your investment accounts are held by an established financial institution you can trust."

- Nestor Vargas CFP®, Founder, Green Mountain Planning

Charles Schwab, founded in 1975, is one of the leading providers of custodial services to independent advisors like us. You can rest assured that your money is held with an established financial institution you can trust. 

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1. Through our relationship with Charles Schwab, you will receive a monthly simplified, consolidated statement reflecting all your investment positions and transactions in your F brokerage account. You will also have online access to your account directly via their website. 

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2. Working with Charles Schwab gives Green Mountain Planning access to a wide range of institutional products and services at a low cost, enabling us to serve our clients' needs effectively.

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Our firm values our clients' unparalleled access to 33,000 employees at Charles Schwab. 

SERIOUS ABOUT RETIREMENT PLANNING?

It All Starts With A Conversation. Click Below To Pick A Time To Chat.

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2024 Green Mountain Planning, All Rights Reserved. 

Green Mountain Planning (“GMP”) is a registered investment adviser offering advisory services in the State of Colorado and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by GMP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption. [1]

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of GMP, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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