Greg Casper
Financial Advisor|Owner at The Financial Group, Inc.
- Role
- Financial Advisor Owner at The Financial Group, Inc
- Location
- Sheboygan Falls Town, WI, US
- LinkedIn followers
- 500 followers
About Greg Casper
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult – perhaps even a bit overwhelming.My goal is to take the stress out of financial planning. I take pride in building relationships with individuals, families, and business owners to better understand their current situation, financial goals, estate objectives, and insurance needs. My combination of experience and access to a wide variety of products and services can help my clients achieve their goals. Whether your goals include preparing for milestone life events like retirement, buying or selling a business, buying your first home, college, getting married, or starting a family, I promise a new level of attention, insight, and capability. Contact me to discuss your financial future.
Experience
Financial Advisor Owner
Dec 2017 — Present · Sheboygan, WI, US
Helping clients achieve their financial goals by providing the best total solution relative to their investment, retirement, and estate objectives through a review of:• Current Financial Position • Retirement Income Planning• Estate Analysis• Investment Portfolio Analysis• Insurance AnalysisSecurities and investment advisory services offered through Osaic Wealth, Inc, member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
Education
The American College of Financial Services
Chartered Life Underwriter (CLU®)
2017 — 2019
Kaplan University
CFP®, CERTIFIED FINANCIAL PLANNER™ Coursework
2015 — 2016
University of Wisconsin-Madison
Agricultural Business Journalism
Skills
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Long Term Care Insurance
- Financial Planning
- Whole Life
- Roth Ira
- Wealth Management Services
- Holistic Financial Planning
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Financial Modeling
- Variable Annuities
- College Savings Plans
- Coaching
- Disability Insurance
- Investment Portfolio Design
- Analysis
- Needs Analysis
- Wealth Management
- Employee Benefits
- Team Building
- Succession Planning
- 401k Rollovers
- Financial Services
- Term Life Insurance
- Budgets
- Life Insurance
- Finance
- 401k
- Wealth Accumulation
- Fixed Annuities
- Financial Goals
- Financial Analysis
- Life & Health Insurance Licenses
- Certified Financial Planner
- Iras
- Securities
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