Serving Nashville, TN
1705 19th Ave. South, Nashville, TN 37212
Professional Specialties
Personal Financial Planning*
- Asset Protection
- Retirement Planning
- Income Protection
- Investment Alternatives
- Liability Analysis
- Risk Identification
Estate Analysis
- Project estate tax based on ownership of current assets
- Illustrate ways to potentially minimize estate taxes
Tax Advantaged Investments
- Present investment alternatives designed to minimize your income taxes and help achieve your goals
Employee Benefit Plans
- Medical
- Dental
- Short-term Disability
- Long-term Disability
- Retirement Planning
- Life Insurance
College Funding Solutions
Insurance Strategies
- Determine proper ownership and benefactories with tax savings as objective
- Evaluate insurance needs for individual requirements
Executive Compensation Design
- Deferred compensation
- 152 Bonus Plan
- Split Dollar
- 419 Plans
Business Life & Disability Insurance
- Business succession planning due to death or disability
- Key person coverage
- Salary continuation planning
- Affects of disability on the business
Business Needs Analysis
- Review of business entity and objectives to determine the areas of risk
- Assist with buying and selling a business
Retirement Planning (Qualified & Non-Qualified)
- 401(k)
- 412(i)
- Investments*
- Life Insurance
- Profit Sharing
- Defined Benefit
- SEP
- IRA
- Social Security
- Annuities (Fixed and Variable*)
Don Greene, CLU, ChFC
Serving your needs on a consulting basis.
Contact Us
Phone
Business hours
Mon - Fri: 8:00am - 4:00pm
Weekends: By appointment