Get to know Greg

Enriching Lives, Impacting Communities, Building Legacies.

We do this through planning, not by selling product.  A Financial Plan is not an investment statement.  It is a plan of how you want to live your life.   We ask questions to really see what is important to our clients and create plans make sure assets have different risks and different taxes.  We help clients build assets, but more importantly help them create a distribution plans for those assets. 

Greg holds the following credentials: 

The Chartered Financial Consultant (ChFC®) from The American College

The Chartered Life Underwriter (CLU) from The American College

The Chartered Advisor for Senior Living (CASL®) designations from The American College

Chartered Advisor in Philanthropy® from The American College

Retirement Income Certified Professional® from The American College

 

 

Greg M. McPherson, CLU®, ChFC®, CASL®, RICP®, CAP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck