FAQ

Financial Planning is the process of looking at your full financial picture. This includes income, savings, investments, insurance, and goals – then building a strategy to help you get where you want to go. It’s not just about picking investments; it’s about making sure every part of your financial life works together, whether that’s retirement, college funding, or building long-term wealth.

We can invest your savings into most investments including stocks, however, we are not stockbrokers. Our role is to help you build a comprehensive financial plan and guide your overall strategy, rather than executing individual stock trades for a commission.

While insurance can be an important piece of a complete financial plan, our focus is on holistic planning – we will help you identify where insurance fits into your broader goals, rather than selling only insurance policies. If the need for insurance arises we work with all the major carriers and will help you obtain the right policy at the right price.

We have a network of attorneys and CPA’s we can consult with for you.  We also can work alongside your attorney and CPA, and are happy to coordinate with them.    

Greg has been helping clients achieve their financial goals for over 27 years. During this time, he has developed extensive experience in investment planning, retirement strategies, and wealth management. Greg’s commitment to personalized advice ensures that each client receives guidance tailored to their unique financial situation. Many clients appreciate his combination of expertise and approachable, client-focused service.

We work with a diverse range of clients, including individuals, families, and small business owners, helping them achieve their financial goals. At Next Level Planning, we focus on personalized financial planning tailored to each client’s unique situation. Our clients often seek guidance on retirement planning, investment strategies, and wealth management. We aim to build long-term relationships rooted in trust, clarity, and proactive financial advice.

 The Next Level Planning team are committed to keeping you informed and supported throughout your financial journey. You will receive updates and guidance as you move through the next level of planning. We will review your plan and portfolio with you periodically throughout the year.  Our goal is to build a lifelong relationship together.  If you have specific questions or need clarification, we will be available to address them promptly. This ensures you always have the direction and support needed for your financial goals.

You absolutely have enough to begin financial planning, regardless of your current income or savings. The key is to start by understanding your finances, setting clear goals, and establishing a budget that aligns with what matters most to you. Even small steps taken consistently can provide clarity, peace of mind, and a path toward achieving your financial objectives.

Not at all.  Our clients reside all over the country.  Meetings are conducted virtually on your computer or smartphone.  Our cutting edge technology and support will keep you connected with us at all times.  Our App allows you to track your performance in real time.  You will always feel that we are right there with you.