“Participate with a plan prepared
for good and bad markets.”

Craig F. Gregozeski


Financial Planning

  • Cash flow and Income Analysis
  • Financial Organization and Oversight
  • Ongoing Monitoring and Oversight

Investment Management

  • Truncate the Tail® Strategies (Stock market crash management strategies)
  • Biotechnology Investing Expertise
  • Concentrated Stock Strategies
  • Portfolio Optimization
  • Smart Roth® IRA Optimization (Get the most out of your tax-free growth vehicle)
  • Stock Market Screening (12,000 U.S. companies and funds)
  • Buy Low/Sell High Mentality
  • Fight Path Dynamics® (Market &company analysis)
  • Personal Period of Return®

Stock Market History And Research

  • Market History and Financial Marketing Materials Study
  • Are you Over-Diversified?
  • Misinformation Risk®
  • The 8 Major Financial Company Marketing Myths Uncovered
  • Truncate the Tail®


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Financial Planning

  • Goal Planning

Investment Management

  • Bloomberg Research Via Terminal Access
  • Investment Analysis
  • Asset Management Strategies
  • Asset Allocation
  • Diversification
  • Tax-Aware Investing
  • Stocks, Mutual Funds, Bonds and Alternative Investments

Retirement Planning

  • Retirement Income Planning
  • 401(k) and Pension Plan Review
  • 401(k)/403(b)/IRA rollovers
  • Beneficiary Review

Tax Strategies

  • Tax-efficient Investment Strategies
  • Coordination of tax planning strategies with your CPA or tax advisor

Business Planning

  • Small Business Retirement Plan
  • Cash-flow Management

Estate and Legacy Planning

  • Estate Planning Document(s) Review
  • Wealth Transfer Strategies
  • Beneficiary Review

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Can Higher Growth Replace Income? Is that Potentially Possible?

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