My wife and I waited way too long to go to a retirement seminar and make a plan. But Gregg was able to help us none the less. We learned so much and are so pleased to have a long-term relationship with Gregg and his team! The free generational vault and annual reviews are an incredible service to everyone!
Attended the Empowering Women Seminar and learned more than expected. The hospitality was like no other training event I've ever attended. With breakfast, lunch and a gift basket to remind me after today that I am special and my plans matter. I feel like I'm more confident know that I better understand how to start my plan. I also love that the group of ladies I attended with was of all ages and life styles so I was able to learn from them and their life experiences. I would recommend EVERY women take time to empower themselves! Thank you Gregg and Monica for a wonderful morning that will forever change the cycle of my families financial planning. ~Jess