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Portfolio Design and Management
Our investment strategy places clients into a very conservative portfolio to protect
their assets. Not only that, our time-tested Trading Portfolio system has resulted
in annual and total returns that have consistently outperformed the market
indexes every year since we began managing money in 2004. We know what to
buy and when to sell. Our investment planning services also recommend the use of
Fixed Index Annuities in cases where the client is looking for total safety,
liquidity, and to participate in the gains of the market without taking all the risk.
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Retirement Planning
Transitioning into retirement requires careful analysis and planning. Three major
questions need to be asked and addressed in order for this process to work
properly. As a CPA Financial Planner, we will guide you in this critical life event.
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Income Tax Preparation
Since 1982 we have prepared thousands of tax returns for individual and business
clients in many states. Our expertise, training and experience in this area ensures
that you get the deductions, credits and planning that you are looking for.
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Insurance Counseling
A cash-needs analysis is utilized to provide you with answers to such questions as
“what insurance should I have, how much coverage do I need and what is my risk?”
This includes your biggest risk of all - the need for long-term
care.
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Comprehensive Financial Planning
This service covers the areas of insurance, investment planning, saving plans,
lifestyle assessment, retirement planning and income taxes. Making assumptions
that are fine-tuned and adjusted over time, our objective is to define your goals and
point the way for you to achieve them.
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Bookkeeping Services
From bill-paying, to payroll, to quarterly/monthly sales and payroll tax filings, to
General Ledger, to balancing the checkbook, we do it all. This service may be an
option to employing your own in-house bookkeeper by outsourcing to us.
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CPA Services
These services include: Financial Statements, working with attorneys on Estates
and Trusts, Business Succession, Strategic problem-solving, selecting the type of
business entity for your business, business start-up planning, setting up your
books, and QuickBooks consulting.
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Greene Company is both a Connecticut Registered Investment Advisor
and Certified Public Accountancy Corporation.
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