Our Process
Our process is designed to help clients achieve simplicity and confidence during their retirement years. It focuses on five key financial areas to help you grow your wealth, protect your assets and provide for the people and causes you care about the most.
Income Planning
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Investment Planning
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Tax-Efficient Strategies Planning
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Health Care Planning
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Legacy Planning
We can also refer you to professionals who provide the following services:
WILLS & TRUSTS | PROBATE | CHARITABLE GIVING | ESTATE PREP | TAX PREP
Gregory Wealth Advisory has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice. AE Wealth Management, LLC (AEWM) is not affiliated with the Strategic Partnership. Any and all other services offered by the Strategic Partner are not offered through or supervised by AE Wealth Management, LLC.
Devising Your Personal Plan
Pursue the retirement victories you always envisioned in four easy steps:
FIRST VISIT
Get to Know Each Other
We examine your goals and concerns by reviewing your current:
- Income plan
- Investment plan
- Tax-efficient strategies plan
- Health care plan
- Legacy plan
We also share our investment philosophy to help you decide whether you’d like to take the next step with Gregory Wealth Advisory.
SECOND VISIT
Portfolio Review and Mutual Commitment
We review your current accounts and share a rough draft of your plan that includes:
- Risk analysis
- Cost analysis
- Income analysis
- Social Security analysis
- Tax and RMD analysis
Our software can be used to test drive our portfolio management before you come on board as well as compare an existing portfolio to one with our RIA so you can decide if it makes sense to
dig further.*
Following our portfolio review, we collectively decide whether Gregory Wealth Advisory is the right fit for you.
*Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Gregory Wealth Advisory, AEWM, and Kwanti are not affiliated companies. Neither Gregory Wealth Advisory nor AEWM can guarantee the accuracy or completeness of the Kwanti software or outputs. Kwanti is intended to be used as a tool in designing a financial portfolio.
THIRD VISIT
Our Process
We implement a comprehensive retirement plan that includes your:
- Income plan
- Investment plan
Our growth and preservation options and services can include wealth management, annuities, investments, rollovers and life insurance, as well as strategies for retirement income, asset protection, tax efficiencies and long-term care.
FOURTH VISIT
Delivery
We deliver your policies, review the client website and schedule advanced planning sessions to develop strategies for:
- Tax efficiencies
- Health care
- Legacy
- Property/Casualty
With your plan implemented and in hand, you’re ready to pursue major goals and reach new heights.
Insurance products are offered through the insurance business Gregory Financial. Gregory Wealth Advisory is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Gregory Financial are not subject to Investment Adviser requirements. AEWM and Gregory Financial are not affiliated companies.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
