Mission Statement:
Graig provides financial and insurance strategies to help you sleep better at night and get more enjoyment out of your days.
Philosophy:
Graig works with clients to establish a complete picture of your finances. After doing this, he’ll work with you to help you realize your goals, implement a plan, and achieve your desired results. You may or may not realize it, but every financial decision – however large or small – can affect your long-term goals. Often, we’re busy in our lives, and the time we devote to planning is limited. As a result, financial decisions can be made quickly and without thought to the overall financial implications – leading to costly inefficiencies.
We make it our responsibility to ensure that you realize financial wellness. In other words, maximized wealth and better protection of it. We are advocates of a planning process that examines every area of your financial world and integrates them into a single financial strategy – from taxes, to insurance policies, to investments. We bring efficiencies to your financial decisions. We help you eliminate costs and capture money. Most importantly, we’re never satisfied – Graig continually evaluates the process and adapts it based on your changing needs.
Graig is a Certified Financial Planner (CFP®), has passed the CPA exam. He is a graduate of the University of Virginia. He lives with his wife and two children in Westchester County, NY.
Special Services:
- Wealth Building
- Retirement Planning
- Life Insurance
- Disability Income Insurance
- Long-term Care Insurance
- Investment/Mutual Funds/Annuities
- Small Business Planning
Community, Charitable or Professional Organizations/Associations:
- Board of Education, Ossining, NY
- Board of Directors, Children’s Hospital Foundation
- Board of Directors, Ossining Children’s Center
- National Assocation of Financial & Insurance Advisors