Our mission is to provide our clients with clear, concise, and reliable wealth management solutions. We accomplish this by operating independently, without bias, and fostering open and direct dialogue in straight forward, easy to understand terms. Honesty and integrity are at the core of our decision making process. We take great pride in understanding the big picture, and above all, place our clients interests above those of our own. We believe that our values are what distinguish us from others within our profession. We focus our expertise on: • Wealth Management for Individuals / Families • Employee Benefits - Large & Small Businesses • Insurance Leveraging two decades of financial services industry experience, we provide expertise on the following topics: • Investment Planning • Income Tax Planning • Insurance Planning • Retirement Planning • Employee Benefits • Estate Planning • Charitable Giving • Succession Planning • Special Needs Planning • College / Education Planning Gregg F. Himfar CFP® is a Certified Financial Planner™, with more than 20+ years of financial and insurance industry experience. The Certified Financial Planner™ operates under a strict set of moral and ethical guidelines - namely the CFP® Board's "Code of Ethics." Securities by licensed individuals Offered Through Investacorp, Inc. A Registered Broker/Dealer Member FINRA, SIPC Advisory Services Offered Through Investacorp Advisory Services Inc. A SEC Registered Investment Advisory Firm The accuracy and authenticity of the information is reliant solely on the author and/or third parties and not by Investacorp, Inc. nor its affiliates. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.