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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