TALK TO A FINANCIAL PROFESSIONAL

Let’s set up a time to discuss how I might help you create a financial strategy to address your desires and goals. I can offer you an array of products and services, all backed by the capabilities and experience of some of the world's leading financial companies.

To set up a no-obligation appointment, please fill out the following form, indicating how you would prefer I contact you. I look forward to working with you.

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Are you currently working with another financial professional?
 No Yes
Do you have an accountant or CPA?
 No Yes
How would you describe your main investment goal? Growth
Income
Preservation of Capital
Reduce Taxes
Portfolio Diversification

 

Please check the areas you would like to discuss,
and check if you are interested in attending a seminar on the topic:

 

Estate and Retirement Planning:

Stocks, Bonds, and Mutual Funds:

Comprehensive Financial Planning:

Education Planning:

Annuities and Insurance:

Trust Services:

How often would you like to review your financial goals and progress with your financial advisor?
 Once a month
Once a quarter
Once a year
Please estimate your
Net Worth:		 $10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000
Please estimate your
Total Portfolio Value:		 $10,000 - $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
More than $1,000,000
To complete a detailed data form for confidential review, select one of the following: I have completed and submitted form and would like to schedule an
appointment. Please contact me
I am not submitting form now but would like more information about classes
and other education opportunities in addition to scheduling a free consultation.

 

Before hitting the "submit" button below, please print the completed form for your records. To print, right click directly on the form with your mouse (background of form, not fill-in sections). A menu bar will appear with "print" as an option. If you have trouble printing, call us at 770.931.1414 or email us and we will send you a copy

 

GREEN FINANCIAL RESOURCES, LLC
3700 Crestwood Pkwy NW, Suite 140
Duluth, GA 30096
Phone: (770) 931-1414 (800) 275-3101 • Fax: (770) 931-8314
www.rogersgreen.com

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC. Cetera is under separate ownership from any other named entity.

Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets. Roger Green, Michael Green, and Andrew Green are all Registered Representatives and Investment Adviser Representatives, who can offer both types of services

This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com

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