Greenfield Financial

Greenfield Financial

Helping you build wealth as you define it. 

Welcome to our Web site - Greenfield Financial is a solutions based financial firm specializing in retirement planning and estate conservation.  

Today's investment climate offers unprecedented opportunities. Our mission is to help our clients take advantage of those opportunities by providing them with three key tools:

  1. A clear understanding of their financial goals
  2. A well-defined road-map for achieving those goals
  3. Ongoing advice to help adjust their road-map when their needs change

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.

Remember to call us for a free financial strategy 714 924-2373

 
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Define Your Own Benefits

Everyone wants to be a happy retiree someday, but there's a big problem.

You’ve Sold It: What’s Next?

If you are a business owner who is considering selling your enterprise soon, you may be able to reap even greater rewards by doing a little prep work now.

More Newsletters →