R.W. Greene & Associates, Inc.

Financial Consultants For You

 


R.W. Greene & Associates, Inc. is a financial services company that has been in business for over 30 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. 
Calculators

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 →

Newsletters

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

Patching the Alternative Minimum Tax

The future of the AMT is uncertain, yet it is important to consider the possible effects of the AMT on your tax situation.

More Newsletters →