Our Services

Timothy J. Greene provides consulting advice to many individual and business clients who are in a variety of financial situations.  Financial services available include: 

Retirement planning
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.

Tax management
Looking for ways to help reduce your current and future tax burden.

Estate planning
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations. Reducing exposure to estate taxes and probate costs. Coordinating with your tax and legal advisors.

Risk management
Reviewing existing life insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

Education funding
Recommending investment and accumulation strategies to help you pay for your children's education.

Investment planning
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.

Employee and executive benefits
Helping your business attract and retain qualified employees through benefit packages.
 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck