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We develop customized financial strategies in the context of a long-term partnership with you through our Client Life Process. Our team will work closely with you to develop a strategy that that fosters long term financial readiness. We have your back. This guide takes a critical look at the finances of retirement. It talks about health care costs

Greene & Associates seeks to thoroughly understand the vision, values, and goals of each client and help guide them in charting their course to financial independence. We provide personalized, comprehensive wealth planning using exceptional personal portfolio management strategies and world class insurance solutions. We build long lasting principled