Shelby Green

Being born into poverty, I have a strong respect for finance. Growing up I didn’t have a bad life, but I definitely didn’t have it easy. My parents divorced when I was around 12 years old, and this began to make things pretty shaky going into my middle school years. Growing up I saw when things were tough, and it made me more passionate to learn about finance. I believed that studying finance would help me and those I’m affiliated with avoid financial struggles. So, I went to the school of USC-Aiken with a bachelor’s degree in finance.

My parents gave me a strong sense of what to prioritize, but even though they retired in their early 60s, they ended up going back to work in their 70s due to insufficient financial planning. This is a reality I strive to prevent for every retiree I work with. I strive to ensure that no one I work with faces the hardship of outliving their savings or being forced back into work during retirement.

I specialize in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, I take a personalized approach to understand what matters most to each client. My mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.

Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.

Let’s create a retirement plan that truly works for you.