Financial Planning

To guide our clients through every life stage, we develop customized financial plans based on your financial objectives. We’re not just interested in your success; we want you to realize your highest goals and dreams.

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You might have questions about your financial present and future, such as:
  • How do I determine my most important financial goals for now?
  • How can I make the most of my current income?
  • How do I know if I’m putting aside enough savings?
  • I’ve had a big change in life. How does it affect my finances?
  • How can a financial planner help me set goals and follow through?
We can help you with all of these financial areas and more:
  • Cash Flow Management
  • Debt Pay-Down
  • Education Savings

  • Employee Benefit Maximization

  • Estate Plan Review First Home Purchase

  • Insurance Review

  • Investment Allocation

  • Legacy or charitable planning

  • Long Term Care Insurance Review

  • Pension Annuity Vs. Lump Sum

  • Portfolio Analysis and Management

  • Rental Income Analysis

  • Retirement Contributions

  • Retirement Projections

  • Risk management

  • Savings to Meet Goals

  • Social Security Analysis

  • Student Loan Review
  • Tax Planning

Request Private Consultation

We can work with you on an ongoing basis or for separate financial projects you want to accomplish.

A Holistic Approach

With so many opportunities and responsibilities in life, it’s important to carefully consider what’s important to you in growing your wealth. Once we understand your goals, we work with you to develop and implement a clear plan to get there.

This plan will be personalized around your current and future needs—for yourself and those who matter most to you, taking into consideration your preferences and risk tolerance,

Plans That Flex to Fit Your Changing Needs

Our investment team monitors your assets so that they continue to meet your needs, even when your needs in life change, which they often do. When changes occur, you’ll receive real-time guidance to ensure you’re still on track with your financial goals.

Our in-depth financial planning, available for all of our clients, helps them feel confident today and in the long-term. Let’s work together to discover success at every milestone.


Planning, saving, and protecting your retirement plan isn’t as simple
as 1-2-3, but Greystone is there to guide you every step of the way!

Choose the smartest retirement plan—for you

Greystone offers practical retirement plans that are perfectly attuned to you and your retirement goals.

Get on track with retirement savings

In your journey towards retirement, Greystone can help you devise sensible and rewarding retirement strategies.

Guard retirement assets from future turmoil

Greystone combines global vigilance with solid analytical skills to help you grow and protect retirement savings.

Why Work With Us?