Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jeremy Greene
Managing Partner, Greene Financial Planning
Jeremy Greene founded Greene Financial Planning with a mission to help pre and post-retirees make confident, informed decisions about their financial future, including the often-overlooked area of long-term care.
For Jeremy, this work is deeply personal. His journey was shaped early on when his Nana was diagnosed with Alzheimer’s at just 56, sparking a lifelong passion for helping individuals and families prepare for the road ahead.
Before founding Greene Financial Planning, Jeremy served in the long-term care industry for nearly 15 years, from a licensed Nursing Home Administrator to a DHS-appointed Preceptor for Arkansas’ Administrator in Training Program. He also served as a member of the Government Relations Committee for the Arkansas Healthcare Association. Today, he blends that real-world experience with financial expertise to guide clients through some of life’s most important decisions.
In 2024, Jeremy was honored as Best Financial Planner of Northwest Arkansas by the Northwest Arkansas Democrat Gazette. Today, he leads Greene Financial Planning focusing on holistic planning, offering guidance in retirement strategies and long-term care solutions.
Outside of work, Jeremy enjoys spending time with his family, the occasional golf tournament, and fishing trips. He’s also active in the community, volunteering with organizations like Open Avenues and the Alzheimer’s Association and regularly speaking on the importance of retirement and long-term care planning. Jeremy currently lives in Fayetteville, Arkansas, with his wife and daughter.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.