ABOUT
Your Partner in Clear, Honest Financial Planning
No jargon or runaround—just 35+ years of helping people like you plan for a reliable, fulfilling retirement.
Steve is an experienced as an Independent Fiduciary Investment Advisor Representative qualified as a Chartered Retirement Planning Counselor with over 30 years of Retirement Planning, Insurance & Financial Services Specialist with over 30 years of successful financial problem-solving experience helping individuals and business owners achieve their financial goals. His focus is helping everyone become “FINANCIALLY INDEPENDENT” through individual planning, utilizing safe money and tax reduction strategies to create their own Lifetime Income Plan, custom-designed for each client. Contact our team, and together we can show you how to design yours today!
Steven Greig
The Retirement Strategies
CRPC™ – Investment Advisor Representative
Jeremy Bryan
Gradient Investments
CFA® – Senior Portfolio Manager
Keith Gangl
Gradient Investments
CFA® – Portfolio Manager
Looking for clear, honest, practical advice? Jackpot.
With a wide range of clients across the Midwest and beyond, we focus on helping folks who value straightforward advice. People like:
Primary Clients
• Business Owners & the Self-Employed
o Navigate the complexities of selling your business, minimizing taxes, and finding guaranteed lifetime income.
• Pre-Retirees
o As you approach retirement, we’ll assist you in turning your savings into income while optimizing tax efficiency.
• Retirees
o Already retired? We’ll focus on income planning, tax minimization, and protecting your legacy for future generations.
• Parents of College-Age Children
o We’ll help you budget for your children’s education without compromising your own retirement plans.
Focus Markets
• Anyone Looking to Reduce Tax Liability
o We help find strategies to minimize your tax liabliity so your assets and income last longer.
• Construction Company Owners and Tradespeople
o Let’s protect what you’ve built and help ensure a comfortable retirement.
• Farmers and Ranchers
o Lock in your financial future while balancing the needs of your land and family.
• Dental Professionals
o Exit strategies that will help you retire with confidence.
What do your ideal Retirement years look like? Finding Financial Freedom achieving the lifestyle you've work hard for and making sure you don't outlive your money?
We utilize Financial Life Planning. A proven system that puts the needs and desires of our clients first and focuses on not only financial well-being, peace of mind and and life choice satisfaction. We aren’t your average financial advisors. We’ll discuss both your financial and life goals, and figure out how to successfully transition you from one phase of life to another - on your own terms designed by you.
Your priorities are our priorities. Your values are our values. We ask what brings meaning to your life. We aren’t advisors who are going to show you how to use your life to make money – we’re advisors who are going to show you strategies to use your money to make a life.
Let’s build the strategy you deserve.
Ready to take the next step? Let’s have a straightforward conversation about your options. No pressure, no fancy promises—just practical advice and a plan tailored to you.
