Greg is a Chartered Professional Accountant and lives by the motto “In Your Best Interest”. As an experienced tax expert, Greg is motivated by the desire to improve clients’ retirement incomes.
Gregory Dobson (BA, CMA, CPA, EPC, CEA) is a Retirement Income Specialist at Retirement Navigator™. For the past 20+ years, Gregory has been delivering great value to clients as a Certified Financial Planner, helping clients plan for both their short-term needs and long-term goals.
Greg is a Chartered Professional Accountant and lives by the motto “In Your Best Interest”. As an experienced tax expert, Greg is motivated by the desire to improve clients’ retirement income.
Greg helps you make your plan better, which results in better money choices.
Over his 30-year+ career in the financial planning industry, Doug has become an expert in both the financial and non-financial aspects of planning for the second half of life.
An innovator and true problem solver when not managing technical operations for Retirement Navigator™ and Better Money Choices™, Michael works with clients whose planning needs require non-conventional solutions due to their complexity.
Frank is the author of the best-selling book ‘How to Eat an Elephant: Achieving Financial Success, One Bite at a Time.’
Jim’s passion for helping retirees is equalled only by his passion for family and sailing. Working with Jim in designing your retirement will decrease anxiety and produce retirement fulfillment for life. Reach out to Jim today.