Ivan Green, CF2

About Ivan Green

Ivan Green is the owner and founder of Green Financial Solutions, LLC, a family-owned and operated independent insurance and retirement planning firm established in 2006. He began his financial-services career in banking in 1990, building a strong foundation in personal finance, client service, and financial decision-making. In 1999, Ivan transitioned into the insurance and retirement planning industry, where he has continued helping individuals, families, and business owners protect what matters most and prepare confidently for the future.
Ivan believes that sound financial decisions begin with education and a clear understanding of each client’s goals, concerns, risk tolerance, and time horizon. Known for explaining complex concepts in an easy-to-understand manner, he takes a personalized approach to helping clients evaluate their options and avoid costly financial mistakes. As an independent professional, Ivan can consider solutions from multiple highly rated sources rather than being limited to the products of a single company.
Through Green Financial Solutions, Ivan provides guidance in retirement planning, safe-money planning, guaranteed income distribution, Social Security planning, life insurance, Medicare planning, and other protection-focused strategies. His firm proudly serves individuals, families, and businesses throughout Kingwood, Atascocita, Humble, Northeast Houston, Crockett, and surrounding Texas communities.
Ivan’s primary focus is helping clients navigate the preservation and distribution phases of the retirement journey. His safe-money philosophy emphasizes protecting principal, creating dependable retirement income, and reducing unnecessary exposure to market losses. He believes clients should pay for meaningful contractual guarantees—not ongoing fees for advice attached to strategies that may still place their retirement savings at risk. By placing each client’s needs first, Ivan strives to provide understandable, protection-centered solutions designed to support greater confidence, stability, and peace of mind throughout retirement.