Greenway Financial, in conjunction with our many strategic partners, has the ability to provide Advanced Planning and Investment Strategies to you, the Employer. In-fact small to mid-sized business owners and executives have been our market strength from the very beginning.
Some of our advanced planning capabilities include:
- Asset Preservation
- Wealth Management
- Multi-Generational Financial Planning
- College Planning for Children & Grandchildren
- Business Succession Planning
We have always believed that the Main components of your Entire Financial Picture (your Attorneys, CPAs, Insurance Professionals and Financial Experts) should all work in conjunction ensuring that the separate pieces of your Financial Strategy are working together to move you toward the same end-goal.
Call today to set up your free no obligation consultation to get a second opinion on your portfolio stratagey!