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

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

What is the Value of Your Business?

What is the Value of Your Business?

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

 

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

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

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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.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Rightsizing for Retirement

What does your home really cost?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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