The Greco Advantage for Small Business Owners. Reducing income tax burden is a vital objective for any business owner, particularly a smaller business. The Greco Planning Group offers the collective wisdom of many energetic experts – each of whom has tremendous experience in working with small businesses to develop and utilize smart financial strategies that can lower income tax liabilities and dramatically raise profit potential. We are also experts in providing for business liquidation in the event of death or disability, enabling businesses to be passed on through multiple generations without severe income or estate tax implications.

The Greco Advantage for High Net Worth Individuals. For individuals with a net worth from $5 million to $100+ million, the Greco Planning Group is an instrumental source of ongoing consultation. Our individual clients have spent a lifetime accumulating wealth – and they depend on us to show them how to retain that wealth as well as how to increase and distribute it to their designated heirs in the most tax efficient manner possible. Among the expertise we provide are strategies for leveraging our clients’ state tax issues, such as implementing trusts and other document-driven approaches to protect and minimize state tax burden within the scope of a will.

The Greco Advantage for financial Professionals and Institutions. Financial planners, investment strategists, banks and an extensive range of other professional individuals and organizations rely on the Greco Planning Group to grow their businesses and expand their client services. We provide in-depth plan development and implementation expertise that is a focal point in the success of our professional client base. Also an important benefit is the fact that we offer continuing professional education credits in a number of different areas.