Services
How I Work
I provide assistance in the following areas:
Financial Planning Services -- Dynamic, comprehensive, easy to understand reports that help clients see the "big picture" including income and asset projections, over time.
Investment Management and Portfolio Analysis -- Access to a wide range of investments, including mutual funds, ETFs, stocks, bonds and alternative investments with downside protection.
Quarterly Performance Reports and Annual Reviews -- Ongoing monitoring and communication.
Education Planning & Goal Planning -- Preparation of an analysis or a plan for a specific goal such as a home purchase or a child's education needs.
Insurance -- Assessment of current insurance and coverage needed.
Employee Benefits -- Review of your employer benefits including insurance and retirement plans.
Estate Planning Strategies-- Work with your estate attorneys to develop a plan for the preservation of wealth from generation to generation.
For more information about my firm and the services offered, send me a quick email or call the office. I welcome the opportunity to speak with you.
gregg.buxton@lpl.com | 561-333-7391