Contact Info:
7755 Center Ave., Ste 1100
Huntington Beach, CA 92647
714.372.2299
info@gregoryadvisorsinc.com
Maximize Your Claim Your Financial Independence Financial Organization

What We Do

Our mission is to help our clients discover true wealth: all that money can't buy and death can't take away.

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Wealth Management

By coordinating all aspects of your financial life we can help you make smart financial decisions.

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Insights

We believe educating oneself about the economy and finance empowers an individual to achieve their goals and attain financial independence.

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Helpful Content

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

How Income Taxes Work

A quick look at how federal income taxes work.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Saving for College 101

Here’s a crash course on saving for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

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