GHF GREENHOUSE FINANCIAL, LLC

Transcription

1 GHF GREENHOUSE FINANCIAL, LLC 1009 East Church Street Atmore, AL Voice: Fax: (251) WHO IS GREENHOUSE FINANCIAL? GHF is a financial firm providing consulting advice and solutions to financial institutions, businesses, and individuals.

2 RETIREMENT PLANS K A Y S M I T H CPA, CEBS Kay@GHF-Financial.com Kay Smith has over twenty five years experience in public accounting. Kay has extensive experience in tax services and administration services to all types of benefit plans. She has attained certification as a Certified Employee Benefit Specialist (CEBS) through the International Foundation of Employee Benefit Plans. Kay has presented seminars and served as a guest speaker on the topic of employee benefits. Her experience in the area of employee benefits includes a plan design, enrollment, plan administration, compliance and reporting. GHF can provide implementation and administration of employee retirement and benefit plans for small and large businesses. Qualified and Non-qualified retirement plans Administration BOLI/COLI

3 LEGAL SERVICES T O B B Y E V A N S Director of Sales, Legal Counsel Tobby@GHF-Financial.com Tobby Evans is the Director of Sales, Legal counsel, and sells GHF products. Tobby is a licensed Attorney, holds an M.B.A, and is a licensed insurance agent. He is a Captain in the Air Force Reserves as a Logistics Officer. Tobby provides the regulatory compliance and legal support for GHF. This allows GHF to work closely with the client to draft legal documents to be forwarded to the client's legal counsel. The legal form and language is designed to meet the specific objectives of the client. Tobby Evans is a huge asset to Greenhouse Financial. His strengths match well with the GHF s mission to custom design product plans specifically for the clients' particular circumstances and objectives.. I am excited to assist individuals and entities with all financial and legal needs. I look forward to working with all of our clients. Greenhouse Financial s unique strength is that we do it all and we do it well. Wills Trusts Compliance Power of Attorney Transaction Legal Analysis

4 INVESTMENTS S T E V E S P E I R S A Registered Broker/Dealer & Investment Advisor, Member FINRA & SIPC Stephen Speirs has 27 years of experience in the investment and insurance industry at both retail and institutional levels. After working with Merrill Lynch in Pensacola, Florida, he was recruited by Oppenhiemer and Company to do institutional work with some of the most recognizable companies in America: May Department stores, Fruit of The Loom, Russell Corp., and Varney Sun Glasses. He returned to the Pensacola area opened an office for Sun America Securities and enjoyed a successful 12-year relationship. Currently, Steve is GHF s investment advisor, and handles all of GHF s clients investments. Steve is registered with GA Repple and Company, a truly independent firm with nothing but the Clients best interest in mind. I have had experience during some of the most turbulent times in market history which has given me the opportunity to guide clients through: an interest rate move from 16% to 3.0%, a Dow move from 1,000 to 14,000 and back to 6,600, 5 presidential administration changes, a Savings & Loan crises, a dot com bubble, and our current mortgage & economic crisis. For years I have provided investors with a high level of service. I invite potential clients to check my professional background by going to the Financial Industry Regulatory Authority at As an independent advisor, I am able to provide unbiased, conflict-free consulting for investors wishing to establish a financial plan or evaluate their current ones. I believe you will benefit from my experience and the expert personal service I deliver as an objective Independent Advisor with Greenhouse Financial. Investments Insurance Estate Planning Asset/Wealth Management Retirement Planning Business Planning Cash Management Trust

5 PERSONAL LIFE INSURANCE T O D D K I N G Personal Life Insurance Todd@GHF-financial.com Todd King provides over 15 years financial services experience to the clients of Greenhouse Financial. Specializing in the placement of Personal Life Insurance products, he is committed to listening to the needs of our clients, recognizing their potential obstacles to financial security and recommending a prepared plan of appropriate solutions. Term Life Insurance Term Convertible Whole Life Insurance Universal Life Insurance Joint Life Insurance Family Split Dollar Financed Life Insurance Annuities GHF offers insurance through Midland National Life Insurance Co. and other highly rated insurance carriers

6 CORPORATE OWNED LIFE INSURANCE R O B E R T G R E E N CEO, Corporate Owned Life Insurance Bob@GHF-financial.com Robert D. Green (Bob) is the founding member and Chief Executive Officer of Greenhouse Financial, LLC. Robert has been in the corporate consulting business with emphasis in executive compensation and Bank Owned Life Insurance for over 25 years. During this time he has placed over a billion dollars of business implementing various types of plans. Robert is also a United States Army veteran ( ) where he earned the Meritorious Service Medal and received an honorable discharge. He graduated from Evangel University with a BS degree, and has earned two Masters degrees from Troy State University in administration. He is married to Marcia Green and has three children and four grandchildren. Supplemental Executive Retirement Plan (SERP) Bank Owned Life Insurance (BOLI) Deferred Compensation Key-Man Life Insurance Executive Bonus Plans Split Dollar Plans