Our Principles

  • Pay yourself first: Aim to save at least 10% of your income
  • Balance your savings: 401k, Roth & Simple IRAs, Insurance, Mutual Funds, Stocks
  • Accelerate your savings: The rate of investing is more important than the rate of return
  • Clarity & transparency: There are no hidden fees for managing a client’s money; no decision is made through pressure or without a client’s full understanding and approval.

Greg’s philosophy in his own words: “As an independent Certified Financial Planner®, your needs come first. I believe my clients should understand and be comfortable with their financial decisions. Financial planning can be as simple as clearly defining your goals and developing a strategy to make them happen. Together we will examine the best products the financial services industry has to offer and customize the ideal plan for you.”