Our Approach

Greene, Meade & Associates focuses on helping busy clients simplify their financial lives. We help our clients manage multiple goals and handle complex financial situations, including many of the following issues:

    • Social Security – how to maximize the benefits you will receive
    • Medicare– understand the rules and when to start paying attention to it
    • Retirement Income – planning to make it last a lifetime
    • Estate Planning Strategies – how to ensure that you leave the legacy you want
    • Employee Stock Options - getting the most from with your company equity
    • Tax Planning Strategies – opportunities with current tax laws
    • Equity in your business - transitioning to personal wealth

Contact us to develop a personalized financial plan that can help you feel more confident to focus on what matters to you in life.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

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