Welcome To Green/White Advisors!

It’s Never Too Soon To Begin Your Road Map To Financial Confidence

Taking a trip without a map can be fun and exciting. It can also hold pitfalls that could put you in jeopardy. The same is true of life planning. If you don’t know the direction you are headed and the best avenue to take, you will never arrive at your ultimate destination – financial confidence; the confidence that comes through financial control.

Invest In a Guide Who Invests In You

Working with a financial advisor may be one of the best investments you’ll ever make. A good advisor can help you develop a sound investment strategy that can be more profitable than attempting to manage your funds alone. And when your finances are on the right path, life in general can get easier. But in order to chart the best course of action, your advisor must invest the time necessary to thoroughly review your individual circumstances, needs and objectives. This includes a complete analysis of your current finances, insurance policies, risk tolerance, future outlook and tax situation.

Green/White Advisors has a Proven Track Record

Green/White Advisors is a financial planning company that has built a solid reputation for putting our clients’ best interest first. We really care about your life’s goals and listen carefully when you define them. Then, we make every effort to help you achieve them through a realistic road map for success. In fact, our unique ability to successfully manage portfolios for not only multi-million dollar investors, but those with little investment capital is the reason why Green/White Advisors has been recognized as one of the "Best Financial Advisors in the United States" by Worth Magazine.

More importantly, Green/White Advisors is not just a name on the door. It identifies the people you will deal with directly: William "Bill" Green and Sandra "Sandy" White.

Informed Choices Make for a Smoother Journey

Bill Green and Sandy White, founders of Green/White Advisors, are experienced travelers when it comes to the multitude of highways today’s investors can take. Together, they offer a combined 52 years in the financial industry and have formulated dozens of successful asset allocations for a wide variety of clients. Bill Green and Sandy White met while doing financial seminars together in the early 1980’s and found that their styles were complementary. As a result, they officially formed a partnership in 1986. Both Mr. Green and Ms. White have taught financial and retirement planning courses at several community colleges and universities in the Greater Houston area for over ten years. Their specialized seminars covered estate planning, asset management, income tax planning and asset allocation. They also do speaking engagements on the aspects of life planning and controlling financial assets through the divorce process for groups and associations. The firm is committed to providing you with quality financial products, enhanced by cutting-edge technology. The use of proprietary software enables Green/White Advisors to segregate those financial instruments that best serve your specific criteria. And day-to-day participation in the domestic and foreign marketplace, as well as continual research and on-going education, help Green/White Advisors identify financial trends that influence investment performance. The better informed you are, the better able you are to navigate through the decisions necessary to help maximize your return potential.

 

News & Events

April 2009 - "Quarterly Market Update"

February 2009 - "The Silver Bullet"

January 2009 - "Market Update"

January 2009 - "The Value of Advice"