R.W. Greene & Associates, Inc.

Financial Consultants For You

We are proud to celebrate 35 years in 2010.  Thank you to our clients and colleagues.


R.W. Greene & Associates, Inc. is a financial services company that has been in business for 35 years. Our company started with Richard and Mary Greene and was later joined by their children; Kristin Wellik and Michael Greene.  Our mission is to help our clients achieve their financial goals as though they were our own.  We work with our clients to analyze their current financial situation to define their financial goals and develop a well-defined roadmap for achieving those goals.

We focus on helping our clients with an analysis to recommend a product that fits their unique needs.

On our Web site, you will find valuable information for evaluating your current position.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your investment situation.  You will also find calculators that will help you assess your current needs.  Please remember to visit our Web site often, as our content is constantly changing.

 For more information please contact R.W. Greene & Associates, Inc. today.  We would welcome the opportunity to sit down with you. 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Are Target-Date Funds Off Target?

Target-date funds are not for everyone, so it's important to gather all the facts.

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

HOT TOPIC: Investors Flock to Bond Funds, But What Happens When Rates Rise?

Investors are on track to invest 11 times more money in bond funds in 2009 than they will invest in stock funds. This is not surprising, considering the market volatility in 2008, but are these investors operating on false assumptions about the capabilities of bond funds?

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

More Newsletters →