Matt Greene's Video

Business Information

Business Description:

We are a full service Financial Planning, Investment Advisory and Benefits firm located in San Diego providing personalized solutions to help Professional Athletes, Affluent Business Owners, Executives/Professionals, Physicians and Retirees to develop comprehensive investment, retirement, financial, estate and employee benefit plans to help create, preserve, and protect wealth for their families and their businesses

WEALTH MANAGEMENT Range of Products & Services
Cash Management
Investment Allocation
Portfolio Management
Professional 3rd Party Money Managers
Concentrated Stock Management
Stock Option Planning
Retirement Planning
College Planning
Business Planning
Risk Management - Life Insurance
Disability, Long Term Care Insurance
Estate Planning

EMPLOYEE BENEFIT PRODUCTS

401K, 403b & 457 Plans
Pension & Profit Sharing Plans
Group Medical Insurance
Group Dental & Vision Coverage
Group Life Insurance
Group Disability Insurance
Long Term Care
Section 125/Cafeteria Plans
Key Employee Policies
Partially Self Funded Programs
Short & Long Term Disability
Workers Compensation

Ideal Client:

As a financial consultant my focus involves two distinct roles. I have a dedicated approach to working with clients helping them accumulate, protect, distribute, and transfer their wealth using fundamental strategies of financial planning and risk management.

Secondly, I am diligent in designing comprehensive planning strategies for business owners regarding business succession, continuation, and compensation programs for themselves and their key employees.