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My name is Brian Greco. I am a CERTIFIED FINANCIAL PLANNER™ Practitioner and I specialize in helping my clients financially succeed in retirement. I help people all over the country find ways to generate more cash flow, protect assets and maintain liquidity for emergencies and big purchases. 

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Despite the current volatility in the market and interest rate environment, there are still strategies that you can put in place right now to ensure that you do not run out of income and keep your money securely protected from future market downturns, while still maintaining a "war chest" for future investment or other use. 

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 While most financial advisors are more than happy to provide you with investment tips and growth opportunities for your portfolio, few financial professionals know how to convert your savings into a long-term sustainable income, while protecting your money. It’s my goal that you are able to spend with confidence when you retire, forget about the market volatility, and enjoy being retired without financial worry. 

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I began my career in Finance at Raymond James Financial in St. Petersburg, Florida. It was there that I acquired a variety of investment skills and experience working with complex financial cases dealing exclusively with high net-worth clients.

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I serve as Director of Financial Planning for Accurate Wealth Management. I have been able to leverage my experience and knowledge to develop winning comprehensive financial plans to solve complex estate, tax, and income goals.

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Additionally, I serve as a mentor to other advisors who are managing high net-worth clients.  I have a passion for staying current on the latest investment and tax strategies, as well as economic factors that contribute to retirement and financial planning success.

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Through advanced technology systems, it is possible for me to meet “face-to-face” virtually online with my clients and share computer screens so that we can be on the same page. I can show you firsthand how various strategies may work for you and your specific goals.

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I do my best to take the mystery out of retirement by answering some of the most frequently asked questions in a simple, personalized way. All my meetings are conducted over the phone and virtually, which means you do not need to leave your home or have to visit me in my office.

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I take pride in being honest and transparent so feel free to ask the hard questions and you'll get an honest answer. 

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Feel free to reach out to me when you are looking for your retirement planning guidance and  recommendations. I will be glad to help you reach your retirement goals. I look forward to hearing from you.

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Sincerely,
Brian Greco

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