Gregory Pierce (MBA)

Gregory Pierce focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

I specialize in families who have entered the middle stages of life where competing financial goals are the order of the day. These families often worry about how to plan for the cost of their children’s college education, their own retirement goals, and how they will help their aging parents in the event of a health crisis. Many of them are not sure where their money goes, but they would love to gain better control over it.

My comprehensive financial planning approach reduces their worry. It allows them to gain knowledge about and control over every significant aspect of their financial life.

Together we work through their most important financial concerns with an emphasis on education – I want them to be well-informed about every critical financial decision that they make. In fact, I view my role as educator, facilitator and motivator. I work together with my clients to help them think through the pertinent decisions that need to be made, to help them get organized and to see the “big picture”, and to ensure that things get done.