Greg Hassett, Aams™, Cpfa™ Email & Phone Number

As a business owner, you face several competing demands: growing your company, retaining talented employees and designing strategies to ensure the continuity of the business. And even after the workday ends, your responsibilities do not. You still have to plan for your retirement and your family's future. So how can one busy person possibly address all these needs?I can help you manage your business and personal finances as two parts of one integrated whole. I understand that your life and your life's work are inextricably linked. So I'll take the time to gain an in-depth understanding of your goals and your business in order to propose strategies that address your needs both at work and at home.Business Services:- Advice and Planning- Investments- Access to Banking Services through Bank of America, N.A- Retirement- Estate Planning Services- Credit and Lending through Bank of America, N.A*Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Retirement Planning, Investments, and Wealth Management.

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  Senior Financial Advisor, Vice President

  Merrill Lynch Wealth Management

  Feb 2011 - Present

  To help you have the income you need in retirement, it's essential to have a plan that identifies appropriate portfolio strategies for your age, risk tolerance and circumstances. Even if you aren't nearing retirement, it's never too early to ask: Are you invested in the right mix of stocks, bonds, alternative investments*, and liquid assets to build a comfortable income stream? Should you be purchasing long-term care insurance? Have you maxed out your tax-deductible contributions to your retirement plan at work? If so, what else can you do now to help you achieve your retirement goals later in life?*Note: Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

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  Texas A And M University System

  Bachelor'S Degree