Here to Help Guide You Every Step of the Way
We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and service that allow you to focus on what you care about most.
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Greene Point can help guide your financial journey.
Our greatest pride comes with assisting our clients to make sound financial decisions through education and examination of common financial topics. There is always more than one way to accomplish any financial goal; however, some ways are inherently more efficient than others.
We carefully create a roadmap to and through retirement for each one of our clients that takes into account taxes, inflation, expenses, Social Security, market corrections, Long term care events, medical costs, Medicare, legacy planning, and RMD’s. We help our clients take the proper steps to help them retire when they want and at the same standard of living, they enjoy during their working years. To achieve this, we sit down with our clients to better understand what they want to have happen and then we work diligently to make sure it will happen, regardless if they're here to see it happen.We carefully listen to your goals and dreams and with the utilization of comprehensive financial planning software provide you with a roadmap.