Our mission is to be a GPS for individuals, families and corporations and guide them to their financial destination. With our diverse age base and focus on retirement & individual planning, we feel that our team can be your one-stop shop for generational wealth creation and transfer. No matter what your value on paper is, you are always treated as one of us.
Our saying is "Our clients are our family, and your financial plan will not out live our team."
The retirement and financial needs of your employees, as well as the responsibility those needs create for you as an employer, are important to you. We offer the solutions your employees may need to help pursue their financial goals and maintain financial wellness. Our array of resources and experience is designed to help meet your employees’ financial needs in ways that make sense for your company — strategically, operationally and financially. You and your employees will have a team of experienced and passionate advocates for financial wellness on your side. Our team will make your priorities their own so you can focus more on your business.
GRAT Team's Mission
Our mission is to be a GPS for individuals, families and corporations and guide them to their financial destination. With our diverse age base and focus on retirement & individual planning, we feel that our team can be your one-stop shop for generational wealth creation and transfer. No matter what your value on paper is, you are always treated as one of us.
Our team is made up of two advisors with a 30 year age spread and three supporting associates. We are unique in the fact that every teammate helps every client. Our goal is to find the best way to treat your money by starting with a plan, executing on the service as well as investment side, and to continually be a resource.
Our saying is "Our clients are our family, and your financial plan will not out live our team."
CEPA®, CIMA®, CPFA™, CRPC™
CPFA™, CRPS™
ChFC®, CFP®, CIMA®, CPFA™