Gregory and Associates

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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 toward achieving your goals
• Coordination and implementation

• Ongoing review to adjust things when needs change

The Special District Association of Colorado (SDA) and Gregory & Associates have worked together to offer SDA's membership the 457(B) plan through Gregory & Associates since 1975.

Gregory and Associates—

We strive to help our clients toward achieving 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.

To schedule a phone call

Riskalyze

How We Work

Establish your values & objectives; agree on understanding of your financial goals
Audit of your current & future situation
Create a well-defined roadmap to help achieve your goals
etc...

How We Work

Retirement

21% of non-retired respondents report that they have no retirement savings including 33% who have less than $5,000 or less.*

*Source: https://www.cnbc.com/2018/05/15/how-much-americans-have saved-for retirement.html.

Retirement

Economic Preparedness

40% of adults say they either could not cover an emergency expense of $400, or would cover it by selling something or borrowing money. *

*Source: https/www.federalreserve.gov/publications/files/2017-report-economic-well-being-us-households-201805.pdf

Economic Preparedness

Education Funding

In addition to any student loans, many of adults have education-related credit card debt.

Education Funding

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

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.

Woodrow Wilson

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.

Abraham Lincoln

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.

Thomas Jefferson

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

Author

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: California, Colorado, Illinois, Indiana, Iowa, Kentucky, Minnesota, New Mexico, New York, South Dakota, Texas, Washington, Wyoming

Insurance: Colorado, Iowa, Illinois, Indiana, New Mexico, New York, South Dakota, Texas, Washington, Wyoming

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.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

*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.