Adam Torres and James Greco discuss Greco Talks Money.
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Financial planning is a crucial part of wealth accumulation and management. But with so much information out there where does one begin? In this episode, Adam Torres and James Greco, Financial Planner at Greco-Nader Wealth Navigation, explore how Greco Talks Money is helping families navigate the financial planning landscape.
About James Greco
I was a Division 1 soccer graduate of Quinnipiac University with a B.A. in Finance with an emphasis on financial planning. I have acquired my Series 7, Series 66 as well as Life, Health & Accidental Insurance License.
I specialize in helping pharmaceutical executives plan for retirement. My philosophy is simple: I believe retirement planning is much more complex than just managing your investment portfolio. Basically, what I’ve found is many successful executives are fully immersed in their jobs working hard to provide for their families and represent their company to the highest standard. Due to this, many are prone to making small, consistent mistakes and assumptions with their finances leading up to retirement.
And over time, these mistakes (if left unrealized) can cost you hundreds if not thousands of dollars in excess taxes, possible monies left on the table and unreached financial and lifestyle goals. By taking a proactive, holistic approach to my client’s financial life – I help steer them towards financial independence by allowing them to make educated decisions for themselves and their families.