Hi, my name is Joseph Green and I’m an independent representative with InVida Financial Network. Maybe you can help me. I’m looking to speak with the person who makes decisions on employee benefits for your office. Is that the owner or would that be you?
I had wanted to reach out, introduce myself, and tell you briefly how I am working with small businesses like yours. I provide modern day retirement planning solutions that are designed to create TAX-FREE income and eliminate market risk. We also help our clients with Wealth Accumulation, College Tuition Planning, Rollovers and all forms of Life Insurance!
I’d like to get together for a short meeting (or Zoom) to discuss a strategy for you and your employees. Would Tuesday or Thursday be better for you? Morning or Afternoon? Give me a call at 346-342-9979 or text “life insurance” or “retirement” for quicker service.
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"Joe Green is a complete professional and leverages his experience as a CPA and retirement planner to work wonders for his clients. I've had the pleasure of working with him in the past and highly recommend his services"
"Great guy"
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