Safety First

We believe in safety first!

Reasonable Return

We will evaluate your needs and offer you potential solutions!

Keep it Simple

Your financial future doesn’t have to be complicated!
Tracy_Greene_PicJeff & Tracy Greene, together have been specialists in the retirement planning field for over 25 years. They strive to provide unbiased, comprehensive retirement advice to individuals at or near retirement. Consistently committed to helping people plan for their future by bringing knowledge, honesty and unparalleled service to their clients. Jeff & Tracy share their time with 3 office locations, one up North in Alpena , east side in St. Clair Shores and a third office located downtown Kalamazoo, MI. Jeff and Tracy are both members of the Ethics Foundation and are very active with their 3 children.


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FEATURED ARTICLES


One

Educate Yourself
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Two

Understand the Basics
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Three

Who's who in a Fixed Index Annuity
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Four

Understand the Benefits
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Five

Tax Deferral
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Six

Indexed Interest Potential
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Seven

Protection Benefits
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Eight

Is a Fixed Index Annuity Right for you?
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