We specialize in planning for families, many of whom are first-generation American, permanent residents, or immigrants to the U.S.A. This community faces unique obstacles for establishing long-term financial security. We can help you get organized and provide solutions for your challenges in a non-judgemental and supportive manner.
Embrace Your Diverse Heritage: Whether you’re a foreign-born American citizen, a permanent resident, or a foreign-born national here on a work visa, we understand the importance of embracing your heritage and values, and educating you to succeed in the U.S.A.
Optimize Your Financial Resources: Your dedication and hard work have paid off, allowing you to enjoy prosperity in the U.S.A. At GreenLife Advisors, we help you maximize your available financial resources and secure a stable future.
Supporting Family Abroad : Your connection to your family abroad runs deep, and you may be committed to supporting them. We recognize the significance of maintaining these relationships and provide solutions specific to your unique needs.
We look forward to getting to know you and your family.
Tamara Witham, GreenLife Advisors Founder, Financial Planner and Investor