The Greco Planning Group utilizes a diversified multi-level approach in preserving, protecting and growing wealth for our business and individual clients. Among the wide array of plans we assist our clients in taking advantage of are: 401(k); defined benefit plans; cash balance plans; annuities; trusts; safe harbor 401(k) plans; profit sharing plans; 412(e)(3) plans and an extensive scope of insurance vehicles. We are experts in each of the above plans and many others. Of special note is the fact that we offer several highly sophisticated senior strategies, utilizing life insurance as a potential cash asset.

The Greco Planning Group also believes in the strengths of the leverage concept, utilizing the ability to borrow money from banks as a key strategy to growing estate wealth. Furthermore, we specialize in pension rescue, working with our clients to preserve their estates by assisting them in gaining after-tax benefits using pre-tax dollars. Our pension rescue approaches involve utilizing tax-efficient capital transfer strategies – rolling over our clients’ retirement plan assets into trusts and IRAs that can dramatically reduce income taxes and estate taxes or in many cases be exempt from these taxes.

From the standpoint of financial professionals and institutions, the Greco Planning Group is an essential source of knowledge – collaborating with attorneys, tax advisors, banks, private bankers, trust officers, lending institutions and other businesses throughout the financial community to increase their ability to properly advise their clients.