Your Trusted Partner for Exceptional Financial and Investment Advice
I am Greg French and I have been helping business owners manage their various personal and business finances as well as their investments since 2014. My goal is to be a trusted partner to business owners who need someone to care for their personal wealth, corporate savings, and employee health and savings programs, giving them time to focus on what matters to them.
Comprehensive Financial Security Planning
Whether it is your personal wealth, corporate savings, or your employee’s health and savings programs, I have the expertise to help you address financial security needs. I take note of every detail to ensure you get results that exceed your expectations. Clients turn to me when they:
- Need help with employee retention
- Need help with business succession planning
- Need access to lending solutions both personally and professionally
- Need tax-efficient wealth transfer strategies
- Need access to solutions that help protect them and their businesses against financial loss
- Need tax-efficient savings strategies for their excess retained earnings and personal wealth
- Need to understand what life can be like when they decide to retire or slow down
A Collaborative Experience
I work closely with my clients so that we can create plans that are tailor-made for their needs. In just a few short months, we will be able to solve your financial security issues and make strategies that will prevent future problems.