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Richard W Greene, CLU, ChFC

Financial Solutions

Capital Synergy Partners

Tucson

AZ

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Capital Synergy Partners, Inc. 11 months, 2 weeks Jan 2019 - Present
Questar Capital Corporation 6 years Mar 2008 - Mar 2014
R.W. Greene & Associates, Inc. 44 years, 5 months Jul 1975 - Present

Designations & Memberships

  • Chartered Financial Consultant
    Designation
    Chartered Financial Consultant
    Invididuals holding this designation understand the fundamentals of financial planning, including income tax, insurance, investment and estate planning.
  • Chartered Life Underwriter
    Designation
    Chartered Life Underwriter
    A prestigious certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Richard Greene

the 4% rule
Published 2014-06-30 11:02:34
Ten Year Treasury Yields
Published 2014-05-21 09:33:33
72 t distributions
Published 2014-04-14 10:56:23
e.g. Guide to Financial Planning
Published 2014-04-07 17:21:02
Newsletters and Calculators
Published 2014-02-25 22:59:25
Annual Reviews are Important
Published 2014-01-23 11:35:48
What Beneficiaries Need To Know
Published 2013-09-20 16:36:13
    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    I worked for signature gallery group and do not have a human resources number who do I call???
    http://signaturegalleries.com/index.html. is this the Group? Which location(s) did you work at and for how long? contact me at dick@rwgreeneinc.com....  (more)
    Answered Oct 2013
    Should I invest in gold?
    The answer to that question is depends on multiple factors such as your age, your timeline, your risk tolerance, all other investments you have in place and your liquid assets relative to a prudent amount. ...  (more)
    Answered Oct 2013
    Hi, I'm wondering if I can contribute the $5,000 a year to a an existing rollover IRA that was previously funded?
    just make sure that you have at least $5,500 of earned income. IRA contributions can be as much as 100% of your earned income....  (more)
    Answered Jun 2014
    Can I Use My 401k To Buy A House?
    very risky. while some 401k plans permit loans to participants we generally advise against it as the penalties for default are very severe....  (more)
    Answered May 2014
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Oct 2, 2019
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Oct 2, 2019
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Oct. 2, 2019
        • $110.0M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 200
          number of clients
        • $550.0K
          Estimated Average Account Balance Per Client

      Capital Synergy Partners

      Last updated on Dec. 11, 2019
        • $99.2M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 618
          Accounts
        • $160.5K
          Estimated Average Account Balance

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees
      • Other