Life and Health Insurance
YEARS OF EXPERIENCE
Greg immigrated to the United States from Latvia when he was nine years old, arriving here with his mother, Olga, and less than $500 in their pockets. His mother’s determination and hard work gave him the opportunity to receive a great education and grow up a proud Michigander. Olga worked incredibly hard to create a good life for them, and Greg grew up with a deep appreciation of hardworking people, inspiring him to enter the financial services industry in 2007. Having seen his mother taken advantage of financially, Greg is determined to help people avoid financial pitfalls due to bad advice, or not seeking advice at all.
Greg’s mission is to help make retirement planning less complicated by focusing on what he views as the five most important aspects of retirement: retirement income, investment management, tax planning, Medicare and long-term care, and legacy planning. It’s part of his holistic approach to wealth management that aims to help clients in all aspects of their financial lives. Greg is an Investment Advisor Representative and is life and health insurance licensed.
When not helping clients, you can usually find Greg and his fiancée, Madelyn King, golfing or hiking with their two golden retrievers, Mac and Charlie. He also enjoys skiing, fishing, racquetball, and helping the community through various charities. Greg started the RFG Piggy Bank project to help raise money for charity donations. At the start of each year, Greg hands out piggy banks to his clients and at the end of the year he matches what’s in them to donate to a charity. Also, Greg participates in the Orchard Lake St. Mary's Prep Internship program and each year mentors seniors who are looking for a career path. Greg holds a bachelor’s degree in business and a master’s degree in finance from Walsh College in Troy, Michigan.
Retirement Made Simple:
Retirement Income Planning
Life Insurance & Medicare
Long-Term Care & Estate Preservation
Providing Personalized Financial Guidance in Greater Detroit
Located in Troy, our financial professionals are ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and investment allocation strategies.
3250 W Big Beaver Rd, Suite 110 | Troy, MI 48084