Big Picture

We love to teach and we love to learn; it’s in our bones.

We make finances approachable (gasp!). We start by making sure you understand the basics, and making sure it’s comfortable for you to talk openly about your finances, then we build from there. The financial concepts we teach aren’t new ; we didn’t just make them up. They’re tested, vetted and used by most money-making entities across the globe. They’re just different than what 99-point-whatever percent of financial advisors are feeding their clients.

See, for the most part, big-time financial firms and their advisors teach you to go one route, but they go a different route themselves. Then, they are the ones who end up with the impressive skyscrapers, the fancy office views and the corporate yachts. We don’t think this is right, so we do things differently. We want you to not only think differently about finances, but also act differently. This way you can make financial moves that best help get a fancy skyscraper office with a view overlooking your yacht (if that’s what you want).

Our big picture approach considers all these pieces: saving, getting out of debt, enjoying your life today, creating a wealthier tomorrow and protecting your wealth.

We love to teach and we love to learn; it’s in our bones.

We make finances approachable (gasp!). We start by making sure you understand the basics, and making sure it’s comfortable for you to talk openly about your finances, then we build from there. The financial concepts we teach aren’t new, we didn’t just make them up. They’re tested, vetted and used by most money-making entities across the globe. They’re just different than what 99-point-whatever percent of financial advisors are feeding their clients.

See, for the most part, big-time financial firms and their advisors teach you to go one route, but they go a different route themselves. Then, they are the ones who end up with the impressive skyscrapers, the fancy office views and the corporate yachts. We don’t think this is right, so we do things differently. We want you to not only think differently about finances, but also act differently. This way you can make financial moves that best help get you a fancy skyscraper office with a view overlooking your yacht (if that’s what you want).

Our big picture approach considers all these pieces: saving, getting out of debt, enjoying your life today, creating a wealthier tomorrow and protecting your wealth.

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Greene Financial & Insurance Services Ltd. is registered as an investment adviser with the State of Nevada. This website does not represent an offer of or a solicitation for advisory services in any state of the United States or any country where the firm is not registered, notice filed, or exempt. For persons who reside in states where the firm is not appropriately licensed or registered, we are not able to transact business in that state until after the appropriate registration or licensing is obtained. The content of this website is provided for educational and informational purposes only and does not constitute individualized investment advice. Advisory services can only be provided to clients who sign an advisory agreement and receive required disclosures.