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.

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.

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.

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.

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”.

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”