8055 E. Tufts Avenue, #1400
Denver, CO 80237
303.755.3249
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Serving You Since 1969

Plan Today for a Prosperous Tomorrow

Envision Your Future

Explore Your Options

Execute Your Plan

Allow Us to Help You

Summarize Your Present Situation

Develop Financial Goals

Design a Personal Financial Plan

Put Controls on the Plan

How We Work

• Establish your values and objectives
• Audit of your situation

• Create a roadmap to help achieve your goals
• Coordination and implementation

• Ongoing advice to adjust things when needs change

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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
  • etc...
How We Work
Wealth Management
Defining your goals, comfort-level with risk, and investment time horizon can help you choose an investment strategy best suited to you.
Wealth Management
Retirement
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.*

*Source: ebri.com
Retirement
Economic Preparedness
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.*

*Source: ebri.com
Economic Preparedness
Education Funding
In addition to any student loans, 21 percent of adults with debt from their own education have education-related credit card debt. The median outstanding education-related credit card debt is $3,000.
Education Funding
Contact Us
Contact Us
LOSAP
The HEROPLUS℠ Program is a Length of Service Award Plan (LOSAP) designed specifically for emergency services volunteers, including volunteer firefighters and volunteer EMS workers.
LOSAP