Gregg has 20 years experience as an insurance advisor and believes in a balanced retirement strategy that takes all aspects of life into consideration. This includes healthcare, social security maximization strategies, and retirement income planning that lasts a lifetime.
Personalized strategies are the key to having a retirement that will meet a client’s needs each step along the way from accumulation, to distribution, as well as preservation. Proper advance planning relieves the stress that these different phases of retirement may present to our clients.
Gregg has specialized in several aspects of retirement planning for decades and has incorporated them all in his work at Capital Financial Advisory Group.