His expertise in these areas, combined with his genuine concern for the well-being of his clients, enables him to assist them with their immediate and long term insurance and retirement planning needs. He is proud to have a perfect standing with the Better Business Bureau, awarded an A+ rating, and is an Approved Member of the National Ethics Association and National Association of Insurance & Financial Advisors.
His objective is to help clients protect their assets from market volatility and eliminate as much confusion as possible. He believes that honesty, integrity, and commitment are more important than anything else. After experiencing the market declines in 2008, Greg realized that there are other alternatives to earning interest while protecting a portion of your principal and your financial future. His passion is helping people who are looking to accomplish the same goals. As a financial professional, Greg’s clients’ receive individualized insurance strategies that help them reduce their market risk and taxes and protect their assets from long term care costs and even potentially avoid probate.
Greg believes everyone needs someone they can trust in their corner – someone who is honest and straightforward, with high integrity and a strong commitment to their clients. Everyone deserves someone who helps make their financial and insurance needs easier and helps steer them in the right direction so they can achieve their retirement goals.