Services

There’s so much more to your financial wellbeing than just making money through investments. With years of experience working exclusively with physicians, we understand just how busy their lives can be. That’s why we take a holistic, fully customized approach to financial services, making your life easier by removing unnecessary complexity. We don’t just put a plan together and walk away—we walk you through every step of the process to make sure it comes together seamlessly. Beyond dollars and cents, we’re experts in life planning, which means we work to make sure your financial objectives are in perfect harmony with your life goals.

Life Planning

We explore your essential life goals while forming your new financial plan.

Cash Flow and Budgeting

We help you prioritize finances and manage debt load.

  • Emergency Fund
  • Mortgage and debt analysis
  • One-time/planned large expenses

Retirement Planning

We help you wisely build and manage your nest eggs.

  • Retirement savings
  • IRA contributions
  • Employer sponsored retirement plans
  • Pensions and Annuities
  • Portfolio withdrawal strategy
  • Social Security retirement benefits

Investment Planning

We allocate an investment mix to help achieve your financial goals.

  • Determine financial objectives
  • Time horizon
  • Risk tolerance
  • Asset allocation
  • Portfolio construction and management

Risk Management and Insurance

We help choose the right insurance to help protect you and your family from risks.

  • Disability Insurance
  • Life insurance
  • Health Insurance/Health Savings Account
  • Property/Casualty Insurance
  • Long-term Care Insurance
  • Employee Benefits Analysis & Implementation
  • Medicare Planning

Estate Planning

Prepare your estate with Greenwald partners.

  • Account titling and beneficiary review
  • Charitable Gifting Strategies
  • Family gifting

Tax Planning

We partner with your tax preparer to help minimize your tax burden.

  • Stock options
  • Tax/loss harvesting
  • Review Cost-basis

Education Planning

We help you explore college savings options for your children and grandchildren.

  • College savings plans
  • Financial Aid

Time for a financial checkup? Make a no-obligation, no-fee appointment today.