Matt Greene,life insurance, disability insurance, health insurance, group health, medical, estate planning, Young Influential, independent,Adviser,Financial planning,6 Degrees,Financial advisor,Advice,Success,Goals,Trust,Asset Management,Retirement,Retirement planning,Investments,Investment planning

Greene Financial & Insurance Services is a full service insurance agency located in San Diego, CA. We are an independent agency and represent most regional and national insurance carriers.

 

Greene Financial & Insurance Services offers a wide range of business and personal insurance products. We have strategic partnerships with local and regional investment advisory firms, commercial insurance agencies, mortgage lenders, bankers, CPA's, estate and corporate attorneys to ensure your overall planning is being taken care of in a comprehensive and efficient manner.

 

Click here to see all of our servies.

 

Your family and your business are what's most important. We pride ourselves on our efforts to make sure we look out for each of our clients' best interests. Connect with us and we'll take care of you.

 

Proud partners of: 6 Degrees, University Club, Del Mar Cigar Club, NACE, Downtown Partnership, Executive Forums, and many other local organizations

Life Insurance

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Disability Income Insurance

How much Disability Income Insurance do you need?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Evaluating Life Insurance Needs

It's a good idea for people to evaluate their life insurance coverage to help ensure it keeps pace with their needs. Not only do major life events affect the amount of coverage that may be needed, but inflation can reduce the purchasing power of the death benefit and a greater benefit may be needed to cover estate taxes and other debts.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

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