BART GREENE

Watch a quick video to learn about our
"Rock Solid Retirement Income Strategy".

Peace of mind that comes with retirement income that's guaranteed to last as long as you do!

About Us

Bart Greene | Independent Insurance Professional

Bart has 25 years of experience as an independent insurance professional helping people just like you. Bart specializes in Capital Preservation and Pension Maximization.

Bart graduated from Sacramento State and now serves clients in the Sacramento and Northern California areas. When he is not helping clients with their retirement planning, Bart enjoys playing golf, attending his kids sporting events, and vacationing with his family.

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Our Services
What We Do For Clients

Asset Protection

Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.

We specialize in helping retirees protect their retirement assets while continuing to move forward.

Family Legacy Planning

Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!

We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.

Extended Care Solutions

Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.

The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.

Retirement Income

Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.

We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.

how can we help you?