Greenstone Financial Services, LLC

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Greenstone Financial Services, LLC Our clients are the number one reason we do what we do! We help our clients live their best life! Sp

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
09/24/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we ar...
09/11/2026

Twenty-five years ago, the world changed, and the courage, resilience, and unity that followed reminded us of what we are capable of in our darkest moments.

On Patriot Day, we pause to honor the lives lost on September 11, 2001, and to pay tribute to the first responders, volunteers, and everyday individuals who showed extraordinary strength when it mattered most.

We remember. We honor. We will never forget.

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life i...
09/08/2026

This Life Insurance Awareness Month, we want to highlight an unfortunate reality: too few Americans have adequate life insurance. The good news is that there are several simple steps you can take to better protect your family’s future.


Swipe for key statistics and steps to consider. As always, we are here to help ensure you have the right life insurance protection. Reach out today for assistance with any of the steps we’ve recommended or to further explore coverage for your family.

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. S...
09/07/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings m...
08/25/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

Tax season may be behind you, but there may still be planning opportunities ahead. A midyear or early-fall tax check-in ...
08/18/2026

Tax season may be behind you, but there may still be planning opportunities ahead.

A midyear or early-fall tax check-in can clarify where you stand today and reveal adjustments you may still make, from refining withholdings to evaluating year-end strategies. Doing this now can help reduce surprises and create more flexibility before deadlines approach.

Our team is here to help you review your current position and identify opportunities while there is still time to act. Reach out today to start the conversation.

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go...
08/12/2026

August has that funny way of keeping us guessing. One day, it can feel like peak summer, and you’re reaching for your go-to iced drink. Next, a chill in the air makes you believe fall might be right around the corner, making a warm drink sound pretty perfect.

So we want to know, where do you stand as we head into the final stretch of summer?

🧊 Vote iced drink
☕ Vote warm drink

Drop your pick in the comments. We are curious to see which side takes the win this month!

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most ef...
08/04/2026

Markets can be unpredictable in the short term, but long-term investing has consistently proven to be one of the most effective ways to build wealth. If recent market volatility has you questioning your strategy, you are not alone. Swipe through for a few important reminders about why staying invested matters.

If you have questions about your current investment strategy or want to ensure you’re aligned with your long-term goals, call us today. We’re here to help you stay focused on what matters most.

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes tak...
07/28/2026

Mid-year is the ideal time to take a closer look at your charitable giving strategy, especially with key tax changes taking effect in 2026. As you plan ahead, there are important charitable giving thresholds and updates to consider. Swipe to learn more.

These changes may not affect how much you give, but they can influence when and how you give to maximize your impact. If you would like help reviewing your charitable giving strategy or preparing for 2026 thresholds, call us today.

Address

4811 S 76th Str, Suite 400
Greenfield, WI
53220

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(414)5335353

Website

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