Gregory and Associates—Service First, Last and AlwaysSM
We strive to help our clients achieve a sense of security through the attainment of their financial objectives by providing customized financial planning advice and exceptional service.
We believe that long-term client relationships are more important than short term gains, and will never sacrifice the former for the latter.
Conviction in what we do; the courage to get our clients to take action; competency based on continuing education and training; and communication that builds understanding and trust - these are the commitments we make to each of our clients.
How We Work
Establish your values and objectives and then agree on a clear understanding of your financial goals
Audit of your current and future situation
Create a well-defined roadmap to help achieve your goals
31% of non-retired respondents report that they have no retirement savings or pension at all, including 27% of non-retired respondents age 60 or older. Only 49% of Americans know how much money to save for retirement.*
46% of adults say they either could not cover an emergency expense of $400, or would cover it by selling something or borrowing money. 46% of respondents who have a major medical expense, report they currently owe debt from that expense.*
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
28th President of the United States
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Colorado, Indiana, Iowa, Kentucky, Minnesota, Missouri, New Mexico, New York, South Dakota, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.