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Go Green Financial & Insurance Services

Just as the environment and endangered species needs protection, so do our client’s assets

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Company Intro



GO GREEN FINANCIAL

WHY GO GREEN?

In working with our clients, we uncover hard earned dollars that are being lost or transferred unknowingly and unnecessarily in financial markets, financial institutions and to the IRS.

We believe in reducing tax liabilities to create wealth with those recaptured dollars. We believe in challenging traditional methodologies with thought provoking and proven strategies to increase our client's wealth.

We believe in preserving today to prosper tomorrow.


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Tax Strategies

Tax Strategies


One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you owe. We recommend customizing your retirement to utilize any possible tax credits and deductions.

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New Gen Retirement

New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Legacy Planning

Legacy Planning


Legacy planning is one key element of any retirement strategy and helps ensure that your legacy carries on to help your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use or transfer your wealth to beneficiaries.

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Gen Vault

GENERATIONAL VAULT

Convenience for you. A legacy for your loved ones.

We understand that retirement is a journey, not a destination. That’s why we give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.

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Go Green Financial

4240 Rocklin Rd, Suite 6
Rocklin, California 95677
(916) 847-5033
rkolb@gradientadvisors.com
kleif@gradientadvisors.com
License #0180988

Disclosure



Robert Kolb offers Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), an SEC Registered Investment Advisor. Gradient Advisors, LLC and its advisors do not render tax, legal, or accounting advice. Go Green Wealth Management is not a registered investment advisor and is independent of Gradient Advisors, LLC. Insurance products and services are offered through Robert Kolb, independent agent. Go Green Wealth Management, Robert Kolb and Gradient Advisors, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Robert Kolb, and our editorial staff. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Robert Kolb, is registered or where otherwise legally permitted. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.