Greg assisted David with selling his largest asset, his home, and with relocating to Florida from the California coast after transitioning out of his 40 year career with a fortune 500 company.
Delia and Ben, ages 72 and 82
Clients for more than 20 years, Greg assisted Delia with transitioning to becoming the sole financial decision maker after Ben was diagnosed with dementia. Greg is available and on call to assist with spending, cash flow, and investment decisions, including assisting Delia with getting out of an unsuitable annuity purchase.
Bruno, age 52
When Bruno’s former employer mandated former employees start taking their pension earlier than expected, Greg assisted him with deciding when and how to take his benefits, sharing simple options to help him make the right decision.
Shannon, age 50
When Shannon decided to leave her senior management position at an entertainment company, she had many financial decisions that she needed help with. Greg was able to help her methodically consider her options regarding her 401k, frozen pension, deferred compensation and company stock; Nicole provided the service she needed while Shannon cared daily for her ailing parent.
