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:

Insurance

Long-Term Care

Insurance Reviews

Life Insurance

Annuities

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Retirement

Retirement Planning

Social Security Optimization

Income Strategies

Estate Planning

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Investment

Money Management

Investment Strategies

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Tax Planning

Tax Strategies

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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