Green Eagle Wealth Management

Green Eagle Wealth Management is a wealth management firm in Milford, Massachusetts. The firm specializes in helping individuals develop sound retirement strategies, with a focus on money management and the issues that shape long-term financial well-being. Its services cover investments including bonds, common stock, educational IRAs, traditional, Roth, SEP and SIMPLE IRAs, brokerage accounts, Treasury bills, notes and government securities, and variable annuities. Financial planning work spans retirement plans, tax planning, 401(k) and 403(b) planning, college plans, estate planning, money purchasing plans and profit sharing plans. Insurance offerings include disability income, life and long-term-care insurance. Rachael Linnehan is the firm's financial advisor.

The firm takes a team approach, drawing on opinions from several sources with diverse backgrounds, education and experience to serve clients with a wide variety of needs. No single strategy fits everyone, so each client receives attention from planning through execution and follow-up, and the firm works to anticipate and address challenges as they arise. Clients are educated about financial concepts and products, with the aim of taking the mystery out of investing, insurance, estate conservation and preserving wealth. A stated concern is the risk of outliving retirement savings. Linnehan describes her mission as helping clients work toward financial independence by determining their goals, objectives, time horizon and risk tolerance, and she notes that as a mother of five she understands the challenges families face in planning for retirement and saving for college at the same time. The firm describes itself as willing to challenge conventional wisdom in its approach to investing and preserving wealth.

The office sits on Elm Street, about a tenth of a mile from Cape Road and roughly two-tenths of a mile from Godfrey Brook and Main Street. The Medical Library and the Milford-Whitinsville Regional Hospital Medical Library are both about three-tenths of a mile away, as is the Fruit & Main Street Playground.

Green Eagle Wealth Management pairs retirement-focused planning with a family-oriented, long-term approach for clients in and around Milford.