Business Details
Your Trusted Financial Planning Partner in Louisville
At Green Street Capital, we provide strategic wealth management solutions that integrate tax planning with investment, insurance, and retirement strategies. Our partnership with HKFS allows us to leverage over 150 years of combined experience, ensuring clients receive comprehensive financial plans tailored to their unique goals. We prioritize client needs through independent, objective advice, collaborating closely with tax professionals to align financial decisions with long-term objectives. Our team of seasoned advisors, including CPAs and CFPs, delivers personalized service supported by a dedicated Financial Advisor Service Team (FAST) for prompt, high-level assistance.We specialize in empowering clients to make informed financial decisions, focusing on transparency, cost-effectiveness, and holistic planning. With a legacy of over four decades in accounting and financial services, we maintain a client-first approach, ensuring every strategy aligns with individual aspirations and time horizons. Our commitment to unbiased advice and continuous coordination between tax and investment planning sets us apart as trusted partners in wealth management.
Services
Asset Management
Retirement Planning
Insurance Planning
Estate Planning
Tax Planning
Investment Advisory
Brokerage Services
Financial Navigation
Retirement Plans
Wealth Management
Highlights and features
- We offer over 150 years of combined experience in financial and tax planning.
- Our team includes CPAs and CFPs with specialized expertise in wealth management.
- We provide 24/7 access to a dedicated Financial Advisor Service Team (FAST).
- Our strategies integrate tax, investment, and retirement planning for holistic solutions.
- We maintain transparent, cost-effective, and client-focused financial advisory services.
Associations and certifications
- SEC Registered Investment Advisor
Services
Asset Management
Our asset management service designs personalized investment strategies based on your goals and risk tolerance. We utilize an experienced advisory committee to navigate market complexities, ensuring your portfolio aligns with long-term objectives. This service emphasizes tax-efficient growth and continuous performance monitoring.
Retirement Planning
We review and optimize retirement plans to ensure financial readiness. Our approach includes analyzing current savings, projecting future needs, and adjusting strategies to maintain a comfortable retirement. We integrate tax and investment planning to maximize retirement income sustainability.
Tax Planning
Collaborating with tax advisors, we develop strategies to minimize tax liabilities while aligning with investment and retirement goals. Our service ensures compliance with evolving tax laws and leverages deductions, credits, and deferral opportunities to enhance financial outcomes.
Estate Planning
We create strategies to manage and preserve wealth across generations. This includes structuring trusts, wills, and gifting strategies to protect assets and meet legacy goals. Our approach ensures seamless estate transitions while minimizing tax implications.
Insurance Planning
Our insurance planning assesses coverage needs to protect against financial risks. We recommend tailored policies for life, health, disability, and property, ensuring adequate safeguards for individuals, families, and businesses while aligning with overall financial plans.
People
Marcia M. Lewis
Partner
Marcia has over 40 years of experience as a CPA and CFP, specializing in financial planning for businesses and individuals. She holds a Series 66 license and focuses on tax-efficient wealth strategies.
W. Thomas Cooper
Partner
Tom brings 40+ years of CPA expertise, including international taxation and business valuations. He is a former AICPA board member and holds a Series 66 license, emphasizing holistic financial solutions.
Questions
What services does Green Street Capital offer?
We provide asset management, retirement planning, tax strategies, estate planning, and insurance advisory services tailored to individual and business needs.
How does Green Street Capital differ from other financial advisors?
We integrate tax planning with investment and retirement strategies, leveraging over 150 years of combined experience and a client-first, independent approach.
Are your advisors qualified?
Yes, our team includes CPAs, CFPs, and licensed investment advisors with decades of experience in wealth management and financial planning.
