Successful Retirements Start with Systems

Systems that are designed to help individuals make decisions about their particular financial goals.

Don’t just amble into your retirement; proactively pursue your passion and purpose. We’re here to help you create a strategy to do exactly that.

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The Gregory Financial Retirement Game Plan

The Gregory Financial Retirement Game Plan is designed to help clients achieve simplicity and confidence during their retirement years. It focuses on five key financial areas to help you grow your wealth, protect your assets and provide for the people and causes you care about the most.

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    Income Planning

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    Investment Planning

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    Tax-Efficient Strategies Planning

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    Health Care Planning

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    Legacy Planning

We can also refer you to professionals who provide the following services:

WILLS & TRUSTS | PROBATE | CHARITABLE GIVING | ESTATE PREP | TAX PREP

Devising Your Personal Plan

Pursue the retirement victories you always envisioned in four easy steps:

FIRST VISIT

Get to Know Each Other

We examine your goals and concerns by reviewing your current:

  • Income plan
  • Investment plan
  • Tax-efficient strategies plan
  • Health care plan
  • Legacy plan

We also share our investment philosophy to help you decide whether you’d like to take the next step with Gregory Financial.

SECOND VISIT

Portfolio Review and Mutual Commitment

We review your current accounts and share a rough draft of your plan that includes:

  • Risk analysis
  • Cost analysis
  • Income analysis
  • Social Security analysis
  • Tax and RMD analysis

Following our portfolio review, we collectively decide whether Gregory Financial is the right fit for you.

THIRD VISIT

The Gregory Financial Retirement Game Plan

We implement a comprehensive retirement plan that includes your:

  • Income plan
  • Investment plan

Our growth and preservation options and services can include wealth management, annuities, investments, rollovers and life insurance, as well as strategies for retirement income, asset protection, tax efficiencies and long-term care.

FOURTH VISIT

Delivery

We deliver your policies, review the client website and schedule advanced planning sessions to develop strategies for:

  • Tax efficiencies
  • Health care
  • Legacy
  • Property/Casualty

With your plan implemented and in hand, you’re ready to pursue major goals and reach new heights.

Schedule a meeting

Insurance products are offered through the insurance business The Gregory Group, LLC DBA Gregory Financial (TGG/GF). TGG/GF is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by TGG/GF are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.