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

Looking for an End to the IPO Drought

Even if you never expect to participate in an IPO, it’s wise to keep an eye on the pace of new listings.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

The Positives of Negative Correlation

Few asset groups are perfectly negatively correlated, but a portfolio may still be able to benefit from the correlation principle.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

More Newsletters →