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.


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


Recent Activity


Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Giving back during retirement.

Thinking about the next phase of your life? Whether it involves slowing down or stepping up, I’m here to help you achieve your goals and live brilliantly. (0:30)