Financial Network

         Our Professional Team Members

Financial Advisors (standing, left to right):

P. Andrew Gregory, CFA®, CFP® and Larry R. Awbrey, CFP®, CIMA®

Staff (seated, left to right):

Judi Gregory, Kim Woodard, and Gail Griffin

 

Thank you for taking the time to read our story!

This presentation explains who we are, what we do, and how we do it.  Most importantly, it describes how we differ from other financial advisors.

Our story begins with our mission, which is...

...to understand our client’s highest dreams and aspirations for  themselves, their families, and others they care about AND to help them work toward achieving and maintaining FINANCIAL INDEPENDENCE.

Our practice is based on our core values which are:

  • Trust
    Do what is right
  • Commitment
    The pursuit of excellence is the standard in all we do
  • Service
    We seek to exceed client expectations

 
Calculators

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Lease Payment

How much would your monthly lease payment be?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Newsletters

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

More Newsletters →