Gregory Drew AIF®
Investment Advisor Representative
BUSINESS PHILOSOPHY
While I believe that everyone is unique and has their own personal reasons for doing what they do, I also believe everyone would like to be confident in their financial futures. With that in mind I concentrate my efforts seeking to both grow and protect the wealth of my friends and clients. I do this through a well- defined process that focuses on proper diversification of investment assets. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
PROFESSIONAL ADVANCEMENT
• Registered Representative of IFP Securities, LLC
• FINRA Series 6, 7, 63 and 65 Securities Registrations
• Life, Accident and Health Licensed
• BS Degree, Texas State University 1979
• Accredited Investment Fiduciary (AIF®) licensed since 2011
PRODUCTS AND SERVICES
- Fee-based Investment Services
- Retirement Plans / 401(k), 403(b)
- Structured Settlements
- Alternative Investments
- Life Insurance
- Health Insurance
- Non-Qualified Retirement Planning
- Traditional & Roth IRA’s
- Mutual Funds / ETFs
- Disability Insurance
- Long Term Care Insurance
- Employee Benefits