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About Kate

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Kate Gregory enjoyed a successful career in industrial sales prior to joining her husband Ted as a Financial Advisor and business partner in 2000. Sadly, Ted passed away in 2017. Fortunately, Kate has taken over their firm and is honored to continue working with their clients to provide the personalized, financial services retirees and pre-retirees need to create a rewarding retirement.  

In addition, as a recent widow herself she now has a much deeper understanding of the unique needs of women like her.  

“Our mission,” she says, “is to work together with our clients to help them discover the meaning of true wealth, which Ted used to say, is what money can’t buy and death can’t take away.”  

Having earned both a college degree and the designation of Certified Financial Planner ™ (CFP®) professional, Kate is trained to help clients with virtually all their financial needs, from retirement and estate planning to real estate analysis and succession planning.  

Away from work, Kate is active in their church and various civic organizations and spending time with their daughter who has completed her master’s degree and is beginning her career in speech pathology.

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  • How long your current savings could last in retirement.
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  • How you could legally pay fewer taxes. 
  • Strategies to help ensure you never run out of money in retirement.
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  • How to make the most out of every dollar you've saved for retirement.
  • How to ensure you don't run out of money in retirement.
  • How to enjoy the same lifestyle you did before retirement.
  • How to cover all healthcare, medical and long-term expenses.
  • And much, much more! 

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