Financial Planning

We help you define your goals and help to get you from where you are today to where you want to be.

Financial resources are not an end to themselves, but a tool to help families accomplish goals and objectives. We value close relationships and strive to provide exceptional personal service.

The following areas of Financial Planning are offered:

Goal Setting and Decision Making

Retirement Planning

Estate Planning

Net Worth Analysis

Cash Flow Projections

Portfolio Analysis

Asset Allocation Planning

College Planning

Survivor Needs Analysis

Gift Planning

Income Tax Projections

Business Consulting

NEXT ? Investment Management

Drew Greep offers Investment Advisory services through Kovack Advisors, Inc., an SEC Registered Investment Advisor, 6451 N. Federal Hwy. Ste 1201, Ft. Lauderdale, FL 33308 Tel: (954) 782-4771. Greep Wealth Management is not affiliated with Kovack Advisors, Inc. Investment Advisor Representative may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nore endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.