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