"Every decision in your life effects your finances"
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Northeast Planning Group
 
1150 Raritan Road
Suite 201 Cranford, NJ 07016 
p1: 908-709-0020 ext1: 173
p2: 732-620-5929 f: 908-709-0091  
 Greg Robinson is a Financial Specialist with Northeast Planning and a Financial Advisor of Park Avenue Securities. Greg is a dedicated advisor who works with individuals, families and business owners to help them purposefully build and protect their wealth. Greg utilizes a process which integrates a wide range of financial solutions that organizes his clients’ financial world, integrating individual strategies into a consolidated, comprehensive plan. This process ensures that planning is completed with the goal of maximizing wealth and with the ultimate purpose of helping clients realize their goals, hopes and dreams. Potential outcomes after completing the process include:
Wealth maximization Education funding Asset and income protection Retirement income maximization Minimize income and estate taxes Estate planning Creation of cash recovery strategies Investment efficiency Risk management Charitable planning When working with clients, Greg utilizes a powerful aggregation and organization tool called The Living Balance Sheet®. This tool is used by clients to help them more easily manage their assets and liabilities; monitor their cash flow; assess their savings strategies; understand their retirement and investment funds; and determine whether their insurance protection is up-to-date and adequate, all under a single platform that is updated on a daily basis. |