Helping Families with Important– Life Decisions
Welcome to Greensmart Financials Group LLC, where we protect your most precious asset - family. We offer an array of services allowing us to address your specific financial needs. Schedule a Financial Lifestyle Strategy and let’s get started.
Client-Centric Approach
We put the needs of our clients first, offering personalized services and tailored financial solutions.
Expertise & Professionalism
We have licensed professionals who are knowledgeable and skilled in insurance and financial services
Innovation & Technology
We leverage cutting-edge technology to enhance service delivery, security, and efficiency.
Comprehensive Product Offering
We work with a number of carriers who offer a variety of products to fit your growing financial needs.
Who We Are
Insurance & Financial Services Agency
At Greensmart Financials Group LLC, we are a comprehensive insurance and financial services agency committed to guiding individuals and businesses toward financial success and security. Specializing in a wide array of services, the company offers expert solutions in Life Insurance, Health Insurance, and Medicare to ensure clients have the protection they need at every stage of life. Additionally, Greensmart Financials excels in Asset Management and Annuities, providing clients with sound investment options and long-term financial growth strategies.
The firm also offers 401k Rollovers to help clients effectively manage retirement funds, Debt Management services to assist in reducing financial burdens, and customized Financial Lifestyle Strategy solutions to align financial decisions with personal goals. Greensmart Financials Group LLC is dedicated to Financial Education, equipping clients with the knowledge and tools necessary to make informed, sustainable financial choices. With a client-centered approach, the firm’s mission is to provide innovative, personalized strategies that lead to lasting financial well-being.
Licensed & Insured
Professional Team
Exceptional Customer Service
Excellence in Business
Financial Solutions
Who We Are
Meet Our CEO
Denise Simpson, also known as Coach Denise, is a prominent leader in the financial services industry. As the founder and CEO of GreenSmart Financials Group LLC, she has been helping families with important life decisions since 2020 with protecting their assets, secure retirement wealth, and build legacies. Specializing in financial and retirement planning, Medicare, and Life Insurance, she enjoys educating families about money management and the benefits of life insurance, including Life Insurance Retirement Plans (L.I.R.P.), which provide tax-free retirement options.
Coach Denise, leads a team of agents at GreenSmart Financials. Together, they have helped over 800 families secure their financial future through asset protection, retirement planning, and life and health insurance strategies.
Helping Families
We focus on fostering lasting relationships with clients through trust, consistency, and reliable performance
We understand that family protection is important and foster lasting relationships to address your growing needs. We also offer responsive and knowledgeable customer service to address client concerns and needs promptly.
What We Offer
Whether protecting your family, planning for retirement, or needing Medicare services, we offer an array of services with expert solutions
At Greensmart Financials Group LLC, we are a comprehensive financial services agency committed to guiding individuals and businesses toward financial success and security.
Life & Health Insurance
Life Insurance we offer term & ROP, Indexed Universal Life (IUL), Universal Life, Whole Life, and Final Expense.
Health Insurance we offer plans for individuals and families that cover medical expenses such as doctor visits, hospital stays, preventive care, and prescription drugs, dental, vision.
We also offer ACA marketplace plans (Bronze, Silver, Gold, Platinum) and private plans outside the marketplace.
Medicare Advantage Medicare Supplement
We educate about the different Medicare Plans such as:
Medicare Advantage (Part C): Private plans that offer Medicare benefits and sometimes additional services like dental, vision, or hearing.
Medicare Supplement (Medigap): Supplements original Medicare by covering out-of-pocket expenses like co-pays, deductibles, and coinsurance.
Medicare Part D: Plans that cover prescription drugs.
Annuity & 401(k) Rollovers
Annuity we offer annuity products that provide a steady income stream, often used for retirement planning.
Fixed Annuities: Provide guaranteed payouts based on a fixed interest rate.
Indexed Annuities: Tie returns to a stock market index, offering growth potential with protection against losses.
Rollovers we offer rollover services are of transferring funds from one retirement account to another, typically from a 401(k) to an IRA, when changing jobs or retiring, ensuring a smooth transition of retirement savings without incurring penalties or taxes, while maintaining the tax-deferred status of the funds.
Financial Lifestyle Strategy
We offer a complimentary plan that aligns your financial decisions with your desired lifestyle and long-term goals. It involves managing income, expenses, savings, and investments using insurance products that support your current lifestyle while ensuring financial security for the future.
Retirement Planning
We help you prepare financially and strategically for life after work. It involves setting retirement goals, estimating the income needed to sustain your desired lifestyle, and taking steps to ensure that you have sufficient savings and investments to meet those needs.
Financial Education
We offer weekly seminars to the community to enhance their knowledge and skills to make informed and effective financial decisions. It involves learning about various aspects of personal finance, such as managing money, budgeting, saving, investing, and the benefits of life insurance - Life Insurance Retirement Plan (LIRP).
Join our Team of Professionals
Are you passionate about helping others achieve financial success? We are seeking individuals who are interested in learning about financial services to join our dynamic team of financial professionals. At Greensmart Financials, you’ll have the opportunity to grow your career, make a meaningful impact, and work alongside industry experts.
Why Choose Us
The Best Choice for Your Family’s Protection and Legacy
At Greensmart Financials Group LLC, we are committed to empowering your financial future with innovative solutions tailored to your unique goals. Here’s why clients trust us:
Personalized Financial Planning
We offer customized financial strategies that align with your life goals, whether it’s wealth management, retirement planning, or investment strategies.
Comprehensive Services
We provide a wide range of financial products and services, such as investment management, insurance, retirement planning, and wealth management.
Customer Satisfaction
Our commitment to exceptional service and customer satisfaction sets us apart. We work closely with you to understand your vision and deliver results that exceed your expectations, in achieving your financial goals.
The Best Service in Town
Comprehensive insurance plans that fit your specific needs
Our Vision
To be the most trusted partner in financial growth, delivering innovative solutions for lasting financial well-being.
Our Values
Client Focus:
We prioritize your needs, offering personalized and actionable financial solutions.
Integrity:
We are transparent and ethical in our dealings.
Excellence:
Our team is committed to delivering exceptional service and results.
With Greensmart Financials, you gain a partner dedicated to your financial success, today and in the future.
Gallery
F. A. Q
Frequently Asked Questions
Here are answers to common questions about our products and services. Explore how we can help you reach your financial goals, protect you and the ones you love the most.
What are the types of life insurance?
The two main types are term life insurance (coverage for a set period) and permanent life insurance (Indexed Universal Life, Whole Life or Final Expense, which covers your entire life).
What is a Life Insurance Retirement Plan (L.I.R.P.)?
A L.I.R.P. uses the cash value of a permanent life insurance policy to grow retirement savings tax-free and provides access to the funds during retirement.
What are living benefits in life insurance?
Living benefits allow you to access a portion of the death benefit while still alive if you face serious illness or disability.
What is retirement planning?
Retirement planning is the process of determining retirement income goals and the actions necessary to achieve them, including strategies like Annuities, 401(k), IRAs, and Life Insurance Retirement Plans (L.I.R.P.).
What are the benefits of tax-free retirement savings?
Tax-free retirement savings, like those in a Roth IRA or an L.I.R.P., grow without being taxed, allowing you to withdraw funds in retirement without paying taxes on your gains.
What does Medicare Part A, B, C, and D cover?
• Part A covers hospital care.
• Part B covers medical services (doctor visits, outpatient care).
• Part C (Medicare Advantage) includes Parts A & B plus additional benefits like vision or dental.
• Part D covers prescription drugs.
What is a Financial Lifestyle Strategy?
A Financial Lifestyle Strategy is a personalized plan that aligns your financial goals with your desired lifestyle, helping you manage your income, expenses, savings, and investments in a way that supports your current and future lifestyle choices. The strategy focuses on creating a balance between enjoying life now while planning for long-term financial security.
DISCLAIMERS:
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the firm is stated or implied. Financial services are provided by affiliated carrier partnerships contracted with Greensmart Financial Services Group LLC. We are NOT a licensed attorney, an accountant, or financial advisor , nor do we hold ourselves out to be, and the information contained on this Website is not a substitute for financial advice from a professional who is aware of the facts and circumstances of your individual situation.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
Location
Address
Office: 1331 East Lafayette Street, Ste. A
Tallahassee, FL 32301
Assistance Hours
Mon-Fri 9:00am - 8:00pm
Saturday 9:00am - 1:00pm
Sunday - CLOSED
