Broker Check

Our Services

We believe that every person should have a comprehensive financial plan to help pursue their life goals. Gregory has long held the belief that the educated client is his best client and he strives to educate his clients about the strengths and challenges of their financial plan. This is why he chose the name Beratung [ba-rah-tung], which is German for AdviceGuidance, and Consultation.

Gregory helps clients create personalized comprehensive financial plans to help them to pursue their financial goals. He can walk you through a step-by-step financial planning process that can help make you feel confident in your financial decisions. He focuses in the following financial planning areas:

Personal Financial Planning

  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Budgeting and Debt Management
  • Insurance Planning
  • Estate Planning

Small Business Planning

  • Business Succession Planning
  • Business Retirement Planning
  • Insurance Management Planning