Products & Services

At Greene & Associates, Integrated Retirement Strategies, we provide assistance in the following areas:

Financial Planning offered through Lincoln Financial Securities Corporation

Goals Based Financial Planning
Investment Management
Portfolio Analysis and Asset Allocation Design
Tax Strategies
Business Liquidity Planning
Retirement Income Planning
College Funding Strategies
Executive Compensation Planning
Estate Planning
Employer Sponsored Retirement Plans
Charitable Giving
Commercial and Residential Mortgages

Insurance

Long Term Care Insurance
Disability Income Insurance
Life Insurance

Investments offered through Lincoln Financial Securities Corporation

Common Stock
Bonds
Treasury Bills
Treasury Notes
Variable Annuity
Mutual Funds
Exchange Traded Funds
Government Securities
Educational IRA
Cash Management Accounts
Brokerage Accounts
Traditional IRA
Roth IRA
Simple IRA