The Clarity You Need for the Retirement You Want
Customized financial planning, practical advice, and a roadmap built around your life.
We’re not a big-box brokerage, and that’s by design.
We specialize in retirement planning with a personal touch. You won’t get passed around or stuck in a call center.
Instead, you’ll work directly with a dedicated Springfield, MO financial advisor who takes the time to understand your goals, build a plan around your life, and stay by your side as your life evolves.
Our focus is helping you retire with clarity and confidence, with the kind of service you won’t find at larger institutions.
Todd Gregory, CIS
Springfield, MO Retirement Planning with Direction and Purpose
At Gregory Financial, we build your retirement roadmap using a series of tools customized to fit your needs, priorities, and long-term goals that include:
Retirement Planning
Annuities
Life Insurance
Estate Planning
Precious Metals
Employee Benefits
Estate Planning
Retirement Planning
Employee Benefits
Precious Metals
Life Insurance
Annuities
What Our Clients Say About Us
Sarah Millers
CLIENT
“Gregory Financial made finding the right coverage easy and stress-free. Their team took the time to understand my needs and provided a tailored solution that fit my budget and goals. Highly recommend!”
Michael Robertson
CLIENT
“Gregory Financial has been a game-changer for my business. Their team provided expert guidance on tax planning and investment strategies, helping me maximize my returns. Their professionalism and responsiveness made the entire process seamless. Highly recommend!”
Emily Carter
CLIENT
“I’ve been with Gregory Financial for over three years, and their service has always been exceptional. They take the time to understand my financial goals and provide personalized solutions. Thanks to their advice, I feel more confident about my financial future.”
David Mitchell
CLIENT
“Excellent customer service! The team at Gregory Financial is knowledgeable, patient, and always willing to answer my questions. They helped me restructure my budget and plan for retirement efficiently. Couldn’t be happier with their support.”
Lisa Thompson
CLIENT
“Gregory Financial has been a trusted partner in managing my investments. Their team is proactive, ensuring my portfolio stays strong even in uncertain times. I appreciate their transparency and commitment to my financial success.”
James Williams
CLIENT
"From tax planning to wealth management, Gregory Financial has exceeded my expectations. They offer sound financial advice and truly care about their clients. I highly recommend them for anyone looking for expert financial services.”
Whether saving or planning retirement income, our RIG Roadmap guides you every step of the way
Step 1
Get to Know You
We’ll review your current plans and discuss your goals to understand your needs and determine how we can help.
Step 2
Review & Plan
We’ll analyze your accounts and create a tailored strategy, focusing on risk, insurance, income, and taxes.
Step 3
Implement the Plan
We’ll put your personalized retirement plan into action, providing solutions that fit your goals.
Step 4
Deliver & Support
We’ll deliver your documents and provide ongoing support, ensuring your plan adapts to life’s changes.
Start Planning. Stop Guessing.
See what your retirement could look like. Clarity starts with a conversation.