Stephen Green

FIC, RICP®, CLTC®

Financial Consultant

State(s) Licensed:   AZ, FL, MN, WI

Phone 218-625-2277
Address

11 E Superior Street Suite 559
Duluth, MN 55802

Stephen Green

State(s) Licensed:   AZ, FL, MN, WI

The world of finance is complex, multifaceted and ever evolving.

As a Financial Consultant, my job is to help you navigate the intricacies of your personal finances. I’m here to listen and to provide professional guidance — rooted in your goals, priorities and values — so you can make important financial decisions with clarity and confidence.

I specialize in the following:

▪ Retirement Planning
▪ Investment Management and Advice
▪ Long Term Health Care Planning
▪ Protecting Family Wealth with Life Insurance  

Questions I’m commonly asked to advise on:

▪ Have I saved enough to retire?
▪ Are my investments too risky or too conservative?
▪ How can I properly diversify my investments?
▪ How much can I withdraw from my retirement investments each month while retired? How long will my retirement investments last?
▪ What should I do when the stock and bond markets are volatile?
▪ At what age should I start collecting my Social Security payments?
▪ How could a change in health affect my retirement finances?
▪ When I pass away, will my spouse and family be secure financially? 

For me, my work isn’t just a career; it’s a professional calling. I’m committed to:

▪ Taking time to learn what matters most to you
▪ Providing ongoing financial guidance, as your personal finances evolve over time
▪ Clarity, reliability and transparency
▪ Earning and honoring your confidence — acting with integrity, diligence, skill, prudence, care and sound judgement

Typical Client Attributes

▪ Are in or near retirement
▪ Want their financial goals to be well aligned with their values
▪ Are diligent retirement savers who have accumulated a retirement nest egg of $100,000 or more
▪ Are looking for a professional advisor, as they recognize the complexity of financial planning and understand the value of financial guidance

Education and Experience

▪ FINRA Series 07 General Securities Representative
▪ FINRA Series 66 Uniform Combined State Law
▪ Life and Health Insurance Licenses
▪ Started work with Thrivent in 2011
▪ Bachelor Degree; triple major; Summa Cum Laude

Connecting With Me

If you’d like to learn more about me, the services I offer, or if you’d like to request a consultation, I’d enjoy hearing from you.

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Location

Duluth Office

Phone:
218-625-2277

Hours

M – F: 9 a.m. – 5 p.m.