Services
Services
How We Can Help
Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
- Market Risk
- Withdrawal Rate Risk
- Longevity Risk
- Medical Expenses/ Long-Term Care Expenses
We can help reduce these risks through a wide range of services, including:
Retirement
Retirement Planning
Social Security Optimization
Income Strategies
Estate Planning
IRA Management
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
michael@greerfinancial.com | (804) 427-7784