Here to Help Guide You Every Step of the Way
We seek to coordinate, organize and simplify the many components of your wealth management plan, providing the financial clarity, solutions and service that allow you to focus on what you care about most.
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Greene Point can help guide your financial journey.
Our greatest pride comes with assisting our clients to make sound financial decisions through education and examination of common financial topics. There is always more than one way to accomplish any financial goal; however, some ways are inherently more efficient than others.
We carefully create a roadmap to and through retirement for each one of our clients that takes into account taxes, inflation, expenses, Social Security, market corrections, Long term care events, medical costs, Medicare, legacy planning, and RMD’s. We help our clients take the proper steps to help them retire when they want and at the same standard of living, they enjoy during their working years. To achieve this, we sit down with our clients to better understand what they want to have happen and then we work diligently to make sure it will happen, regardless if they're here to see it happen.We carefully listen to your goals and dreams and with the utilization of comprehensive financial planning software provide you with a roadmap.
While tax and legal issues may be discussed in the general course of financial and investment planning, Advisory Alpha and Greene Point Partners do not provide tax or legal services. Please consult with your tax or legal professional prior to making decisions relative to these issues.
Our Process
The Greene Point Process
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
Timely Market Insights
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets.
