Fee-Based Planning

Financial planning is the foundation for your entire financial journey. It connects all the components of a comprehensive wealth management plan, including investments, taxes, and estate planning, acting as a roadmap to help ensure your long-term goals are met. For example, if you want to retire early, a financial plan will help you determine what you need to save annually, the investment returns required, and the overall net worth you need to obtain in order to maintain your desired lifestyle in retirement.

Our hallmark is the access to a unique, proprietary, financial planning process. Gregory and Associates uses sophisticated tools and provide a fully integrated approach to identifying solutions to produce a customized financial plan.  

Through our financial planning process, we do not evaluate only one aspect of your life, we look at the full picture and develop a personalized plan which includes Estate Planning, Investment Planning, Retirement Planning Strategies and Business Owner Planning. By doing this, we can help you feel confident that aspects of your life are evaluated together and your financial plan will identify solutions to help you toward achieving your financial goals. Our experienced planners then help clients implement financial solutions designed to address the unique needs uncovered during the financial planning process.