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Gregory Stevenson
Business Name:
Financial Services
Business Description:
We help clients get the peace of mind with, protection, accumulation and legacy. Education is key.
How Business Creates Value:
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a GFI Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Legacy Strategies
Without a personal legacy strategy, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. I can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.
Contact Information
Phone
619-374-8100
Credentials
- Member since 2023