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: defined benefit plans; cash balance plans; trusts; 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.
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.
Michael F. Greco, CLU
Michael F. Greco has more than twenty eight years of experience in the fields of financial, retirement and estate planning and is the Managing Partner and CEO of Greco Planning Group. His career has progressed steadily through an array of increasingly responsible positions into senior management with a major insurance company prior to the formation of Greco Planning Group. [more...]
