What We Do

Helping clients make smart financial decisions.

At Gregory Advisors Incorporated, we care about your entire financial situation. We strive to ensure that your financial life is organized appropriately, and we continually search for ways to maximize your finances. Our planning includes investment planning, estate planning, retirement planning, risk management and insurance planning, planning for loved ones, cash flow and budgeting and income tax planning. We determine your future income needs and identify tools and solutions that can help you to reach your goals, applying strategies that correspond to your objectives. By coordinating all aspects of your financial life, we can help you make smart financial decisions.

Superior Customer Service

Our deep commitment to you shines through in our customer service. We take a high-touch service approach, taking care of your accounts and many financial details so that you can focus on other important aspects of your life. We believe in hard work, attention to detail and consistent follow through. Our service goes beyond the numbers; we keep your financial plan in sync with your interests and goals through each stage of your life.

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Our Process

1) Discover

We start by discussing your financial strengths, opportunities, goals and any dangers that your financial situation presents.

2) Assess

We assess your current financial situation to determine if you’re on track to meet your objectives. If you are not on track, we develop a goals-based plan that lays out steps to get you on a path for reaching your goals.

3) Develop

Next, we do detailed cash-flow planning in order to manage your investments appropriately to fit your income needs throughout retirement. Part of this stage includes an in-depth risk assessment so that we can develop a plan that corresponds to your risk levels.

4) Monitor

Throughout our relationship, we monitor and maintain your investments to ensure that your plan continues to align with your goals. Our job is to make sure you remain on track throughout the twists and turns of your journey.