Leading Families to Confidence in Their Financial Well-Being
Knowledge is in abundance today, but wisdom is still as scarce as ever. At the Greene Wealth Team, our goal is to help give you peace, confidence, and independence in your financial life, no matter where you are or what you’re working towards.
About Us
Put simply, we help people accomplish their financial goals and live out their financial values. We do this by creating comprehensive financial plans that are tailored to you, and by giving you guidance as life changes inevitably happen. By taking into account your goals, values, financial past, and present situation, you can have confidence in each decision you make moving forward.
Our areas of specialization are retirement and income expense projections, investment management, tax mitigation, risk management, insurance planning, and estate planning. We’ll make sure you feel knowledgeable in each of these areas and help you implement each decision we make together. As your life changes and your goals pivot, we keep your plan up-to-date, so you’ll have someone in your corner that knows you well and can give you sound, competent advice.
Meet Our Team
Learn more about the Greene Wealth Team’s experience, education, and passions.
Our Services
Financial Planning
Don’t know what to do next or how to do it? We’ll create a comprehensive financial plan that gives you clarity on your next steps and helps you accomplish your goals.
Retirement Planning
Enter into retirement with certainty around your income needs and projected expenses. We’ll take into account healthcare expenses, long-term care needs, inflating costs of living, and other retirement goals you have.
Tax Strategy
We’ll find ways to manage your tax burden through tax-efficient investing, annual tax return analysis, proper tax reporting, and integration of future tax code changes.
Investment Planning
As the engine to any good financial plan, we’ll make sure your investments are in line with your long-term goals and help you grow in knowledge and confidence around them.
Estate Planning
Wills. Trusts. Powers of Attorney. Why are they important and what is appropriate for me? We’ll give you guidance as you create and update your plan to pass down your wealth.
Insurance Planning
Get advice on your current and future insurance needs to make sure you are not over-insured or under-insured. Learn what risks are worth taking and which are not.
Our Process: What to Expect
Step 1
Initial call.
Step 2
Discovery meeting.
Step 3
Planning meeting.
Step 4
Implementation & ongoing relationship.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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Our Location
Street Address
12 Cadillac Drive, Suite 100
Brentwood, TN 37027
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