Contact Info:
7755 Center Ave., Ste 1100
Huntington Beach, CA 92647
714.372.2299
info@gregoryadvisorsinc.com

What We Do

 

  • Our Mission Statement

"Working together with our clients, we help them discover the meaning of True Wealth.  What money can't buy, and death can't take away."  Ted Gregory 

 

  •  Our Wealth Planning Process

 At Gregory Advisors we believe as your financial life becomes more complicated so do your options in making the right investment, insurance, and estate planning decisions. To make sense of all this growing complexity, the first step of organizing and analyzing your important information is crucial. A financial plan based not only on your assets but also on the goals and dreams for your future. It is this belief that drives us to work with our clients to help them clarify their goals, gather their financial information, and create an analysis to address their unique needs. When our clients see where they are from an asset, tax, liability, and estate situation we then assist them to appropriately invest, choose, and address any insurance or estate planning needs.  Click here to learn more about our Wealth Planning Process.


  • Ethical Wills 

An Ethical Will is a document written as a conveyance of your values, aspirations, counsel, love, and even forgiveness for those you leave behind. Unlike a Living will or last will and testament, an Ethical Will is not considered a legal document but rather a personal message of reflection and intent. 

Ethical Wills are not new but rather a written extension of an ancient, oral tradition dating back to biblical time. The Hebrew Bible, Christian Bible and many other cultures refer to the traditions of elders bequeathing the wisdom of their long-lived lives to students, friends and family. Today, many people choose to write ethical wills at turning points in their lives or when facing challenging life situations. An Ethical Will is commonly shared with your family and friends while you are still alive.

At Gregory Advisors Inc., we highly recommend to many clients that they consider creating Ethical Wills. After meeting and working with nationally renowned Ethical will consultant Dr. Barry K. Baines, Medical Director at Ucare Minnesota and Associate Medical Director of Hospice of the Twin Cities, we have come to believe that an Ethical Will may be one of the most cherished and meaningful gifts you can give your loved ones and yourself.

Dr. Baines reminds us that clarifying and communicating the meaning of our lives is not only important to our loved ones - it is a gift we owe ourselves. In the process of reflecting upon the past, learning about ourselves, facing our mortality, and recapturing personal and family stories, we deepen and enrich our lives.

While we work very hard at Gregory Advisors, Inc. to help you leave a properly planned financial legacy, an Ethical Will allows you to also leave a legacy of your values, inspirations and life lessons. If you have an interest in, or are just curious to learn more, we encourage you to ask us about the process of writing an Ethical Will.