Greg Lavelle, MBA

The desire to keep learning and his foundation in family values are what drive Greg Lavelle in his work. He enjoys getting to know his clients and collaborating with them to design their retirement road-maps.

With 25+ years of helping clients with pre- and post-retirement income planning strategies, Greg is committed to always putting clients' needs first to ensure they have a stable, reliable retirement. His comprehensive and process-driven system for wealth accumulation and taxes helps him to uncover the right strategies for his clients while at the same time, seeking to preserve and protect their wealth and creating a legacy for their families.

Greg prides himself on his expertise in retirement income planning strategies, including Social Security, Medicare, long-term care, and income planning, so he can assist clients in mapping out the retirement-income strategy that's right for them. He is diligent about keeping an open mind and treating every client with dignity and respect.

To best serve his clients, Greg is licensed for life insurance, health insurance, annuities and registered for mutual funds in several states. He holds his MBA from Northeastern University in Boston, Massachusetts, and has been featured on radio and television because of his subject-matter knowledge. He is also a proud United States Navy veteran.

Outside of work, you can find Greg spending time with his family, running, or biking.

We are here to help. Let us show you what we can do. 

With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, with is why we take a personalized approach to retirement income planning.

Some of our financial products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies that may increase your confidence.