Who We Are
In 2007, with a desire to help others with both tactical and strategic financial opportunities, Todd Gregory opened Gregory Financial in Springfield, Missouri.
Gregory Financial is a company that works with pre-retired and retired investors. We offer wealth management, investing, retirement accumulation options as well as insurance strategies. All of which are specifically designed for those who appreciate a focus on strategic investing and who want to reduce the risk of moving backwards financially.
With over 21 years in the financial services industry, we work with individuals who are searching for alternatives to the traditional buy and hold strategy. We provide access to private wealth managers, which we believe are of the highest quality, and we are equipped to establish conservative (fixed) accounts for our clients.
The average person has been bombarded with terms like “diversify” or “buy and hold” as a strategy to follow. These strategies haven’t always worked for investors. With the “buy and hold” methodology, folks have no idea when asked, “Where they will be in 5, 10, 15, or even 20 years?” The average investor finds themselves holding what Todd refers to as “A Hope and A Prayer Portfolio.”
Todd's firm show's his clients how to properly access and mitigate their risk while attempting to maximize gains. Todd believe's that it is a must to properly understand and manage risk. That way, when bad things happen you are better prepared. Our three bucket approach in conjunction with our risk analysis software helps determine your overall risk tolerance and designs solutions seeking to minimize risk and maximize portfolio gains.
Please ask yourself what you and your current advisor have done since the last Financial Crisis of 2007-2008* to re-position your assets to better protect yourself. Are you earning new money or simply gaining back what you lost? You must also ask yourself, when the next recession or financial crisis hits, which type of a portfolio do you want? A buy and hold portfolio where some lost as much as 40% during the last financial crisis, or designing a new portfolio. Don’t be a victim of another recession or financial crisis. We believe that there is another solution and that you deserve more.
Todd’s firm aims to protect its clients’ life savings from market volatility. Our goal is to build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Our strategies strive for low risk and low volatility investments that have a proven record of success. Gregory Financial’s philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning.
*Guarantees apply only to fixed insurance products. All guarantees are based upon the claims paying ability of the underlying issuer.
*Securities purchased provide no guaranty and therefore regardless of risk, all funds may be lost regarding the purchase of securities. Further, past performance does not and should not indicated future performance of any securities purchased.
Gregory Financial is a company that works with pre-retired and retired investors. We offer wealth management, investing, retirement accumulation options as well as insurance strategies. All of which are specifically designed for those who appreciate a focus on strategic investing and who want to reduce the risk of moving backwards financially.
With over 21 years in the financial services industry, we work with individuals who are searching for alternatives to the traditional buy and hold strategy. We provide access to private wealth managers, which we believe are of the highest quality, and we are equipped to establish conservative (fixed) accounts for our clients.
The average person has been bombarded with terms like “diversify” or “buy and hold” as a strategy to follow. These strategies haven’t always worked for investors. With the “buy and hold” methodology, folks have no idea when asked, “Where they will be in 5, 10, 15, or even 20 years?” The average investor finds themselves holding what Todd refers to as “A Hope and A Prayer Portfolio.”
Todd's firm show's his clients how to properly access and mitigate their risk while attempting to maximize gains. Todd believe's that it is a must to properly understand and manage risk. That way, when bad things happen you are better prepared. Our three bucket approach in conjunction with our risk analysis software helps determine your overall risk tolerance and designs solutions seeking to minimize risk and maximize portfolio gains.
Please ask yourself what you and your current advisor have done since the last Financial Crisis of 2007-2008* to re-position your assets to better protect yourself. Are you earning new money or simply gaining back what you lost? You must also ask yourself, when the next recession or financial crisis hits, which type of a portfolio do you want? A buy and hold portfolio where some lost as much as 40% during the last financial crisis, or designing a new portfolio. Don’t be a victim of another recession or financial crisis. We believe that there is another solution and that you deserve more.
Todd’s firm aims to protect its clients’ life savings from market volatility. Our goal is to build family legacies, reduce income tax liabilities, and create a strategic plan for each client. Our strategies strive for low risk and low volatility investments that have a proven record of success. Gregory Financial’s philosophy is to focus on the preservation of wealth during both the accumulation and distribution stages of retirement planning.
*Guarantees apply only to fixed insurance products. All guarantees are based upon the claims paying ability of the underlying issuer.
*Securities purchased provide no guaranty and therefore regardless of risk, all funds may be lost regarding the purchase of securities. Further, past performance does not and should not indicated future performance of any securities purchased.
Meet Todd Gregory, Owner
Has been involved in the financial services industry since 1994.
Todd is a graduate of the University of Nebraska with a Bachelor’s Degree. He is dedicated to furnishing a full range of services and products with historical performance records. Todd’s firm aims to achieve a positive return on investments, with a strong consideration of ever-changing market conditions, by taking advantage of innovative technology and investment strategies.
Todd seeks to help meet the needs of individuals, retirees, and those seeking retirement solutions. His concentrated areas of practice include: creating, protecting, growing, and preserving his client’s life savings. Next, Todd focuses on distributing those life savings in the most tax advantageous manner while living and at death. Todd feels that education is paramount for the investors to feel comfortable with their decisions. Having his clients understand the what’s and why’s of finances creates a solid long term client partnership.
During his career in the financial service industry, Todd has made a commitment to hard work. Through continued hard work and referrals from satisfied clients and other professionals, Gregory Financial was created to serve an expanding area. Expertise, along with his personal dedication and integrity, has earned Todd recognition from his peers. He has conducted many seminars for the general public and educational facilities on financial planning and effective money management.
Todd is a graduate of the University of Nebraska with a Bachelor’s Degree. He is dedicated to furnishing a full range of services and products with historical performance records. Todd’s firm aims to achieve a positive return on investments, with a strong consideration of ever-changing market conditions, by taking advantage of innovative technology and investment strategies.
Todd seeks to help meet the needs of individuals, retirees, and those seeking retirement solutions. His concentrated areas of practice include: creating, protecting, growing, and preserving his client’s life savings. Next, Todd focuses on distributing those life savings in the most tax advantageous manner while living and at death. Todd feels that education is paramount for the investors to feel comfortable with their decisions. Having his clients understand the what’s and why’s of finances creates a solid long term client partnership.
During his career in the financial service industry, Todd has made a commitment to hard work. Through continued hard work and referrals from satisfied clients and other professionals, Gregory Financial was created to serve an expanding area. Expertise, along with his personal dedication and integrity, has earned Todd recognition from his peers. He has conducted many seminars for the general public and educational facilities on financial planning and effective money management.
Strategic Alliances
Partnerships to better serve youOver the years we have developed very strategic alliances for the benefit of our clients. We work with fellow professionals to help maintain the utmost level of support with a wide range of services. Please see below several of our alliances and feel free to reach out to them for their expertise.
BRANDON FISHER, Mortgage Loan Representative
Mortgage Lending Available. For excellent service and competitive rates, see Brandon Fisher. He’s right where you are. Applying for a mortgage loan can be a hard process. It’s important to work with a mortgage lender that understands the Springfield, Missouri market. Brandon Fisher is an experienced mortgage lender. Let Brandon and his team at BancorpSouth help you find the right mortgage for you.
NMLS #484932
Phone: 417.730.8016
Cell: 417.840.2577
Email: [email protected]
Link to Brandon Fisher
NMLS #484932
Phone: 417.730.8016
Cell: 417.840.2577
Email: [email protected]
Link to Brandon Fisher
BUSH, RAMLOW, AND SHORE, PCCertified Public Accountants
Over 20 years of experience working with small businesses, assisting them with accounting, tax and strategic visions.
Phone: 417.877.0505
Cell: 417.886.1868
Link to Bush, Ramlow, and Shore
Phone: 417.877.0505
Cell: 417.886.1868
Link to Bush, Ramlow, and Shore
