LONG GREEN FINANCIAL PLANNING, LLC

Overview

Long Green Financial Planning, LLC is a small, planning-focused advisory firm structured as a corporation and owned by an individual. The firm centers its offering on financial planning services delivered under hourly and fixed-fee arrangements rather than as a discretionary money manager. It is affiliated with an insurance company, which shapes its product mix and distribution approach. The firm does not identify as an ESG investor, does not serve as a pension consultant, and is not set up as a multi-state advisory firm or capital allocator. Given the emphasis on fee-for-service planning and the insurance affiliation, Long Green Financial Planning appears to focus on providing tailored advice and product solutions (notably insurance-based products) rather than running pooled investment programs or allocating capital to external fund managers.

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Investments & Alternatives

Location & Offices