Our Services
Create a path to your financial future.
Looking for a little more breathing room?
Financial Planning and Investment Management
As a fee-based fiduciary, we’ll help take financial worries off your plate with a financial plan and investment management based on your investment goals, risk tolerance, time horizon and create a financial plan that includes:
- Personal and professional goals
- Retirement plans
- Insurance coverage review
- Tax review and projections
- Risk tolerance review
Non-Investment Management
Greenway Wealth Advisory also offers:
- Retirement Protection
- Tax projection
- Retirement savings plans analysis and reallocation*
- Auto/Home/Umbrella insurance analysis
- Life/Disability/Long-term care insurance analysis
- Estate planning analysis
- Education planning and analysis
Additional Financial Services:
- Review Meeting with Research Presentation
- Investment Allocations Review
- Annual Beneficiary Review
- IRA/Roth/SEP Contribution Check-In
- 401k Election Review
- Personal and Professional Goal Setting
- Retirement Projections Update
- Cash Flow Optimization/Budgeting Review
- Insurance Policy Review
- Complementary Financial Plan Review
- Client Appreciation Events
- Educational Seminar Invitations
- Market Outlook Newsletter
- Personalized Account Commentary
- Individualized Risk Analysis
- Higher Education Funding Review
- Charitable Giving Review
- Tax Reporting Forms Review
- Investment Goals Discussion/Update
- 401k/403b Allocation Review
Service and Partners
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Financial Planning
- Retirement Projections
- Education Planning
- Charitable Giving
- Estate Planning
- Risk Analysis
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Insurance (Life, Long Term Care, Disability – Service and Analysis)
- Prudential
- Jackson National
- MassMutual
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Wealth Management (IRA, 401k/403b, Roth IRA, 529, After Tax)
- Assetmark
- American Funds
- Orion Portfolio Solutions
- Athlon
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Annuities
- Prudential
- Jackson National
- Delaware Investments
- Nationwide
Financial Services You Can Trust
Start down your new path today.