About us

INVESTING FOR RETIREMENT MADE EASY

FOR THE DREAM OF RETIRING RICH

crazy businessman thinking

WHAT IF...

Did you know...

(I'm taking a quick detour here)

For a plane to take off from the runway it has to get up to a certain speed.

If it doesn’t reach this speed by the time the pilot has to pull up, the take-off will fail, or at the very best it’ll be a really bumpy ride.

The aim of the pilot is to get the plane up to speed and smoothly off the ground. Otherwise, they have to pump the brakes and turn around to try again.

Over the years I’ve found many people’s investment journeys to be just like this plane analogy. You jump into what seems like an excellent investment opportunity before you’re up to speed.

It earns you some cash, but it also loses, and often the income that looked so promising grinds to a halt. But what do you do as the Pilot? You turn around and you do it again. And again. Like throwing pasta at the wall and hoping it will stick.

You don't want to carry on making investment mistakes

You need a co-pilot to help you get your investment portfolio up to speed

so you can soar smoothly into your retirement without a financial worry cloud in sight.

And that starts with flipping your mindset…

  • Understanding that your current and traditional investment habits no longer work for your retirement plan.
  • Understanding that taxes will play a large role in what you can save for retirement.
  • Understanding that you don’t need to feel embarrassed or overwhelmed about any mismanagement of money in the past. You need to look ahead and make smart decisions for your retirement today.

AS YOUR CO-PILOT ON YOUR FLIGHT TO RETIREMENT

I BELIEVE...

  • You can have everything you’ve dreamed about
  • You can grow your retirement fund 
  • You can reach numbers you thought impossible
  • Your investments shouldn’t be hard work, they should create passive income that becomes a part of your portfolio

" I believe in the power of real estate investing for retirement"

I am Greg

Your Retirement Investment Fund Manager

Former college athlete turned finance expert. I started in Wells Fargo financing loans. As part of the application process to refinance homes, I asked clients a whole heap of retirement planning questions. This is where my knowledge of financing retirement began.

Fast forward to 2007 and I got licenced. 6 years later, my direction changed. All because of my grandma…

My grandma was a huge part of my growing up and we’re really close as she helped raise me. In 2013, after over 40 years of late nights as a nurse in South City, St Louis, she hired a retirement planner. And wanted me there to make sure everything went smoothly.

The meeting started with the typical retirement planning questions. I got flashbacks to my time atWells Fargo. And quickly found that I knew all the answers and the right questions to ask. The retirement planner noted that I was basically doing his job for him. And he told me I should be doing what he does.

LIGHT BULB MOMENT

I realised I could turn my passion for helping people to retirement planning through real estate investing. An area many retirees don’t even consider. Most just have risky and highly taxable investments in stock and mutual bonds.

Over the past 10 years, I’ve…

100+

hosted 100+ public speaking events aimed at retirees

$50M+

protected over $50 million of retiree's income

5+

been featured on ABC30, FOX2 Local, and many other TV and radio stations

100+

helped hundreds of families by listening to their personal issues and guiding them towards a better retirement roadmap

So when people ask what I do, it’s a mix of all of the above. I’m a real estate investor, fund manager and retirement planner for people over 50 years old.

When I’m not crunching numbers for you, I’m a loving dad of 2 boys. I coach my kids in their sports and help them build character and a strong mentality acting as a support pillar for them. When you come to me, I do the same. I’m your co-pilot, helping you to navigate your retirement.

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Retire with Greg.
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