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.
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.
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.
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.
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.
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.
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.
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
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.
"*" indicates required fields
As financial advisors, we have come across many misconceptions over the years surrounding the topic of estate planning and wealth transfer. People often underestimate how much their lives can be impacted by having a plan