Empowering you with options to
secure your retirement
What are Green Money Solutions?
Green Money Solutions are one of the three pillars of the Color of Money educational system and are investment vehicles such as annuities or other types of investment insurance that represent the secure side of investing. When used, Green Money Solutions allocates your investments into products that are considered safe and secure. These products allow you to share in the gains when the markets increase and protect you against market losses.
Why are Green Money Solutions right for you.
Green money solutions empower you to invest your money in the market and share in its gains while providing protection against market losses. When the markets are volatile and uncertain, these solutions offer a way to safeguard your assets while still capitalizing on the potential gains.
Get Started with Green Money Solutions.
To embark on your journey with green money solutions or any other offerings from Cortez Wealth Management, simply fill out our form, and we’ll reach out to discuss your options.
FIND AN OPTION THAT WORKS BEST FOR YOU
Here are just a few of the numerous options available to you, allowing you to explore various avenues and strategies in order to find a green money option that will significantly help you secure your long term financial success and stability.
GREEN MONEY SOLUTIONS
OPTION 1
OPTION 2
OPTION 3
OPTION 4
LENGTH
5 YEAR
10 YEAR
10 YEAR
14 YEAR
AVERAGE RETURN COMPOUND YEARLY
AVERAGE RETURN COMPOUND YEARLY
AVERAGE RETURN COMPOUND YEARLY
AVERAGE RETURN COMPOUND YEARLY
23%
UPFRONT
29%
UPFRONT
0.80%
Annually
0.95%
Annually
FIXED ACCOUNT OR INDEX BASED
SP 500 INDEX DRIVEN-ACCUMULATION FOCUSED
ROTATOR INDEX ACCUMULATION FOCUS OR NASDAQ BASED INDEX
ROTATOR INDEX ACCUMULATION FOCUS
ISSUING AGES 0 - 65
EMPOWERINg you WITH options to
securE your retirement
Green Money Solutions Powered by Cortez Wealth Management