GREG

We offer a complete range of financial services for the high net worth investor located in and around Sarasota, FL. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling them to pursue both short- and long-term objectives while navigating a complex market environment... Every person is at a different place in life with unique wants and needs. We each have a different amount we need to save for retirement or a different level of life insurance needs. You may know what you want to have, but do not know how to set realistic goals - there are so many variables, such as market returns, inflation, taxes, current lifestyle expenses, and projected income needs and expenses. I can help you work toward these financial goals, both short- and long-term.

Also known as: Greg Carlson

Primary location: Sarasota United States