Retirement Advisory Group
About
WHAT I DO FOR MY CLIENTS -
#1. I help reduce or eliminate their taxes in retirement.
#2. I show my client's how to get a market like returns on their money without loss ANY market losses. In over a decade, Not one of my clients have every lost a dollar due to market downturn.
#3. I show my client's how to protect their life savings from the nursing home, Medi-Cal seizer and longevity risk of out-living their money.
#4. I show my client's how to take what they have accumulated all their lives and safely pass it on to their church, children or charity without probate or without taxes.
I am a Certified Financial Educator (CFE) who instructs for Heartland Institute of Financial Education, a national non-profit.
I am also a Certified Financial Fiduciary (CFF) putting my clients interest first before mine or the companies I represent.
Website - https://greg-mccracken.mynewretirement.com/
Linkedin Profile - https://www.linkedin.com/in/gregmccracken1/
I enjoy working with clients that are committed to saving for retirement. I am passionate about helping my clients prepare a plan for retirement that will reach or exceed their retirement goals.
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
I meet with my client to go over their retirement goals and concerns. Its all educational and never a sales presentation.
We formulate a plan then put it into action. We meet at least every 6 months to review and make adjustments if needed.
What education and/or training do you have that relates to your work?
I am a Certified Financial Educator with the Heartland Institute of Financial Education (CFE). I am also a Certified Financial Fiduciary (CFF).
I have many years of experience not just protecting and growing my client's wealth, but helping them avoid probate, undue taxes, maximizing Social Secusrity and transfering assets to the next generation.