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Financial Planning

Using state of the art financial software, our advisors will provide you with a comprehensive strategy for both short and long-term objectives. We will tailor a plan to assist with your retirement goals, insurance needs, education savings, and estate wishes.

Investment Management

At Greylock Investment Group, we believe investment management is a collaborative partnership. Together we will explore your investment options and provide guidance based upon suitability, risk tolerance, investment objectives, financial needs, and time horizon. 

Whether your investment goal is preservation, growth, income generation, or alternative strategies, we will build you a portfolio to help you address your specific needs.

Individual Retirement Planning

No matter what stage of life you are currently in, it is of the upmost importance to begin planning for your retirement.

For individuals just beginning to save for retirement, we can help you determine if your current contribution level and investment strategy will address your long-term needs. Together we will review your retirement accounts and offer guidance in an effort to make improvements or additions aimed at enhancing your financial situation.

For individuals close to retirement, or recently retired, we can help create and implement strategies aimed at increasing your financial confidence. We can help you identify your income needs, provide guidance, recommend changes, and tailor your investments to be in-line with pursuing your long-term goals.

College Planning

Higher education costs can seem overwhelming. With proper planning and professional guidance, saving for college can be an achievable goal. We can help you determine what types of accounts you should use to save for education, how much to save, and how to invest.

Estate Planning

Having a proper estate plan is critical in making sure your wishes are carried out after you’re gone. We will work with your estate planning attorneys and accountants in an effort to implement your estate plan properly, in order to avoid common missteps, move assets efficiently, and minimize the potential for unnecessary estate taxes.