Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation. Our goal is to help build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Gregory Financial’s philosophy focuses on the preservation of wealth during both the accumulation and distribution stages of retirement planning with an emphasis on creating tax free income. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Gregory Financial are not affiliated companies. Investing involves risk, including the potential loss of principal.