Gregory & Associates has been closely affiliated with SDA since its inception in 1975, “We are a Platinum Sponsor to say ‘Thank you, and we owe you our gratitude.’”
Gregory & Associates specializes in helping special districts build employer-sponsored retirement plans to help districts attract and retain talented employees. The firm offers 401(a), 403(b), 457(b), and 457(e) (11) LOSAP plans as well as government, profit-sharing, money purchase, and pension plans. The firm currently services 48 retirement plans for SDA members and enjoys working with countless individuals currently or previously employed by a special district. Our representatives are licensed independent investment advisors offering CUSTOMIZATION and VALUE to your employees.
We take responsibility for our client service and our belief aligns with Lincoln Financial Advisors' philosophy to serve first, last and always. We are more than a Retirement Plan Provider, we work closely with Districts Administration to install plans easily and work with the employees as a trusted licensed financial professional to help them understand their entire financial picture.
We’ve always believed that long-term client relationships are more important than short-term gains, and will never sacrifice the former for the latter.
Rightsizing for Retirement