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THE GREENE POINT PROCESS

At Greene Point Partners, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns. Our goal is to create lifelong relationships with our clients by developing, executing, any and all aspects of your financial life.

01

Discovery & Planning Overview

  • Discuss current plan and goals

  • Demo Planning Software

  • Gather statements and other information

  • Decide if a fit exists, and schedule the next meeting

02

Output Review

  • Review "Greene Point Retirement Blueprint"

  • Address any immediate concerns

  • Discuss the "Bucket" Approach

03

Implement Strategy

  • Review Proposed Plan and Address Questions

  • Investment / Income Plan Initiated with Signature

04

Review Compared Strategy

  • Provide Online Login Info

  • Provide Copy of all Files Organized

05

Progress Reviews

  • Review Account on regular Basis

  • Determine the Frequency of Reviews Based on Individual Strategy

Schedule Your Complimentary Financial and Portfolio Risk Review