The Harmonic Investor:
“Three M’s” – Music, Mindfulness, Money
Greene & Company harnesses the power of these three powerful elements to bring you a unique approach to personal money management. Starting where you are today, we identify and then focus on your short-term and long-term goals. Our strategy is to create solutions for each of your specific financial needs by planning for the future.
Welcome to the Greene & Company family!
We are committed to your financial peace of mind...
As a Registered Investment Advisor, we manage assets by using an investment strategy that aims to protect clients’ profits. With stock investments, we do this by selecting companies whose stock price is increasing in value at an accelerating rate year over year, and only selling those stocks if their share price declines by a certain percentage from the “high” price point.
As a CPA Financial Planner, we help you to transition into the future intelligently, taking into consideration the tax and investment implications of any proposed financial plan.
The unique marriage of these two professions offers you a rare opportunity to engage the services of a firm that aims to invest your money successfully and also understands the tax ramifications of your investment activities. Both of these advantages are offered within a financial plan tailored to your own specific requirements.
Harmonic Investing Podcast
with Doug Greene, CPA
“Using the 3 M’s to make sound financial decisions”
Welcome to Harmonic Investing, a podcast about bringing the different pieces of your financial life into alignment.
Whether you’re building wealth, preparing for retirement, or simply looking for a better way to think about your finances, these episodes set the stage for conversations designed to help you make more informed decisions and create greater financial harmony.
Our Services
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Investments and Wealth Management
Our investment strategy places clients into a sensible portfolio that is based on the individual client’s preferences and risk tolerance, and based on a plan designed to protect their assets and allow for growth. Our investment planning services also offer the use of Fixed Index Annuities in cases where the client is looking for safety, liquidity, tax deferral and the ability to participate in the gains of the market without taking all the risk.
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Retirement Planning
Transitioning into retirement requires careful analysis and planning. Three major questions need to be asked and addressed in order for this process to work properly. As a CPA Financial Planner, we will guide you through this critical stage of life.
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Income Tax Preparation
Since 1982 we have prepared thousands of tax returns for individual and business clients in many states. Our expertise, training and experience in this area ensures that you get the deductions, credits and planning that you are looking for and that are allowed by the law.
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Comprehensive Financial Planning
This service covers the areas of investment planning, saving plans, lifestyle assessment, retirement planning and income taxes. Making assumptions that are fine-tuned and adjusted over time, our objective is to define your goals and point the way for you to achieve them.
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Insurance Planning
Not everyone needs insurance. But, for those who do, life insurance can provide a financial safety net to protect one’s estate from loss. At Greene & Company, we will assist you in assessing your risk tolerance by working with you on a comprehensive “Needs Analysis”.
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Body Mind & Spirit
Our approach to investing involves establishing a mindset that allows for sensible and rational decision-making. This is accomplished by offering guidance in our unique approach. We use Music to encourage relaxation; Mindfulness to encourage mental focus; and education about Money to give you a better understanding of the financial markets as well as your own fiscal realities. The tools we offer to you are known as the “3 M’s”