Broker Check

Run the relay race of life with Greenlight.

Whether you need to manage your income, preserve your nest egg, or plan for retirement, Greenlight has your back.

Run the relay race of life with Greenlight.

Whether you need to manage your income, preserve your nest egg, or plan for retirement, Greenlight has your back.

Our Process

Everyone is assessed upon joining the group and assigned the best advisor to work with for their specific goals.

Our History

We then give you a clear breakdown and projection of your financial information.

Our Values

We'll explore possible tools and strategies you can use to meet goals, coaching you along the way to go beyond your numbers.

We practice what we preach and live in a growth-state, so you can too.

The Dynamic Duo

The Dynamic Duo

Marcus and Phung compliment each other perfectly. While Marcus holds the visionary big-picture, Phung comes in with details and process. Where Marcus focuses on enjoying life after retirement, Phung focuses on getting you there. Together, the two work collaboratively to give each client a truly comprehensive plan for your financial future.

How we do what we do

Our Process

The process starts with a personal introduction from one of Greenlight's members.

Our History

A consultative phase then begins with a 1:1 meeting with us.

Our Process

Once we discuss your story, you are assigned a main advisor (either Marcus or Phung).

Our History

Your needs are reviewed and a fee is assessed based on those needs.

Our Process

A plan is created and implementation strategies are discussed so we can help you meet your goals with confidence.

Our History

Marcus and Phung, along with our strategic alliances, continue to collaborate behind the scenes on your goals and support you across each finish line.

What we actually do

Financial planning services spanning each phase of life and beyond.