Green Mountain Planning
Green Mountain Planning, based in Lakewood, Colorado, specializes in retirement preparation and income planning for individuals aged 50 and over. Founded by Nestor Vargas, a CFP with extensive experience in financial advisory, the firm offers a range of services including investment management, tax planning, and social security optimization, all on a commission-free basis.
Dedicated to providing independent financial advice, Green Mountain Planning prioritizes the needs of its clients without affiliations to brokerage firms or insurance companies. The firm aims to deliver efficient strategies to help clients reduce taxes, invest smarter, and achieve early retirement while ensuring their financial assets are managed with integrity and trust.
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