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Financial Planning

A man is sitting at a desk counting money
A woman is hugging a man and a child.

Planning Isn’t About Guessing—

It’s About Preparing

You don’t need a crystal ball to plan your financial future. You need a clear process, a trusted advisor, and a plan that adjusts as life does. At DeGreen Private Wealth, financial planning is personal, precise, and always centered on you.
We don’t do generic roadmaps or boilerplate advice. We take the time to understand your full financial picture, then help you make thoughtful decisions in every area that affects your long-term success.

What We Offer

Every client we serve gets a custom financial plan—built to fit their real life, not just a spreadsheet. We revisit it regularly. Adjust it as things change. And make sure it’s always working for you, not just looking good on paper.

Portfolio Withdrawals & Cash Flow

We don’t just grow portfolios—we help you use them. Whether it’s steady income or strategic distributions, we help structure withdrawals that support your lifestyle and minimize taxes.

Financial Security & Growth

Designed for individuals and families with $500,000 or more in investable assets, this service is built for those who’ve already achieved success—and want to protect, grow, and transfer that wealth with purpose.

Life Transitions & Big Decisions

Marriage. Divorce. Selling a business. Moving. Life happens—and your financial plan should be ready for it. We’re here to help you evaluate and act wisely when the stakes are high.

Why It Works

Because high-net-worth planning requires more than just good advice—it demands the right lens. We understand the complexity that comes with affluence. From multi-account portfolios and tax exposure to legacy concerns and lifestyle needs, your financial life isn’t one-dimensional—and your plan shouldn’t be either.

Here's Our Approach:

  • It’s personalized. We don’t use templates. Every plan is tailored to your goals, timeline, and total financial picture.
  • It’s coordinated. Investments, taxes, estate plans, and cash flow—everything is connected, and we help you manage it that way.
  • It’s independent. We’re a fee-only fiduciary. That means no commissions, no kickbacks, no conflicts of interest. Just advice that puts your best interest first.
  • It’s proactive. Life and markets change. We stay ahead of both to keep your strategy working for you—not against you.

It Starts with a Conversation.

If you're looking for financial fluff, this isn’t it. Freedom Through Finance with Sam DeGreen is where investors, business owners, and financially curious minds come to hear the truth about markets, wealth building, and smart financial strategy—minus the sales pitch.
Listen live every Saturday from 11 AM - 1 PM on NewsTalk 550 KFYI Phoenix or catch past episodes on Spotify, Apple Music, and iHeartRadio.