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CLIENT SERVICES

How can Greene Point Partners help with your Financial Strategy?

Every client has unique financial needs. We have a wide range of services that can help meet your financial needs. From Retirement Income Planning to Medicare, we have you covered and your best interest at heart. See below for our wide variety of services and see how we can serve you today.

If you are ready to take hold of your financial future then you can schedule your complimentary financial review below and begin your journey with Greene Point Partners. We look forward to hearing from your soon.

RETIREMENT INCOME PLANNING


Making financial plans in preparation for your retirement can result in a more enjoyable retirement. Retirement Income Planning incorporates all capabilities within our wealth management services to ensure that your current and future needs are taken care of.




LIFE INSURANCE & ANNUITIES


Our representatives offer a wide range of products with an even wider range of benefits to you and your family. What’s your long-term strategy when it comes to your finances?




ESTATE PLANNING STRATEGIES


Estate owners have various wishes for when they pass on their estate. These can range from making sure the estate passes to intended beneficiaries to paying the least amount of taxes and avoiding probate.

*We do not offer tax or legal advice*




COLLEGE FUNDING


With the costs of tuition rising, planning effectively for paying college tuition has never been more important. While working with our financial representatives, you can put together a strategy that will help bring you financial assurance when your family is ready to take on that next life adventure.




SOCIAL SECURITY


Social Security planning can be the most important cornerstone of your retirement income strategy. Our Social Security software allows us to quickly analyze, compare and see the possibilities of your election strategies. Together we will explore and identify the filing option that is most appropriate for your unique situation.




MEDICARE


The Medicare process can be extremely confusing and complex. Without a knowledgeable and trusted advocate, it’s easy to get lost in the current Medicare marketplace. With our experience and expertise, we will assist you in navigating the complexities of the Medicare transition process every step of the way with personalized advice and recommendations.

Whether you’re enrolling for the first time or reconsidering your current Medicare plan, Green Point Partners offers personal assistance to help you find the plan that provides the coverage you need.





Schedule Your Complimentary Financial and Portfolio Risk Review