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Roger Green

Roger Green

Roger Green Celebrating 30 Years of Service

On February 24th, hundreds of guests, clients, friends, and family members attended Roger Green’s 30 Years of Service client appreciation celebration. The event was held at the Infinite Energy Forum, and special guests included Gary Galloway with Friends of Gwinnett County Senior Services, Debbie Brilling with the Auditory-Verbal Center, and Dr. James Merritt with Cross Pointe Church and Touching Lives Ministry.

Roger Green, MSFS,CFP®

Your Green | Credit Score: Why Does it Matter?

Many people don’t realize the importance of building and maintaining a good credit score to their overall financial well-being. Before you make any buying decisions involving credit, think about your overall financial situation and the long-term impact of living “outside your means.” The cost of bad credit may be more than you realize. 

Roger Green, MSFS,CFP®

Your Green: You Can’t Take It With You!

As the saying goes, the only two certainties in life are death and taxes. Unfortunately, both are inevitable and unavoidable. If you plan properly, however, you may lessen the hardship on those you leave behind.

(L-R) Jonathan Brilling, Debbie Brilling, and Roger, Laura and Michael Green

Green Financial Resources hosts annual benefit golf tournament

By Carole Townsend | Gwinnett Citizen Correspondent

On a brilliantly sunny, unseasonably warm day in late September, golfers gathered at the River Club golf course for the annual golf tournament and dinner hosted by Duluth-based Green Financial Resources, LLC. President and CEO Roger Green and his staff welcomed guests as they trickled into the clubhouse following a day of competitive golf.

Roger Green, MSFS,CFP® | Green Financial Resources

Making the most of your 401(k)

401(k) plans remain the primary source for building retirement assets for millions of workers. Here are some ways to make the most of your 401(k):