Additional Details
Peter William Green - California Insurance License Number 0E07757
Advisory & Planning
Retirement & Estate - Qualified / Non-Qualified Strategies, Pensions, Annuities, Tax Reduction, Estate Transfer, Charitable Giving
Business - Sale, Merger, Acquisition, Valuation, Enhanced Liquidity & Optimized Tax Strategies, Succession, Employee Retention, Compensation, and Stock Options Strategies
Investments - Advisory Service, Potfolio Management, Asset Allocation and Analysis
Employee Benefits/Risk Management- Group Health, Medical/Dental/Vision/Disability/Long Term Care/Life Insurance, Pre-Tax Benefits
Family Wealth Counseling & Financial Plans- Comprehensive Fee Based Programs