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Ep 6: Gen Xers and Financial Independence with Guest Greg Vandergrift

Ep 6: Gen Xers and Financial Independence with Guest Greg Vandergrift

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I’ve had a couple of friends in their mid-50s retire recently, and although I’m not ready to retire yet, it got me thinking more seriously about it. Until now, it was something that was going to happen a long time from now, but then I started to realize it is closer than I thought. And frankly, I’m a little worried that I won’t be prepared financially.

Guest

Greg Vandergrift, CFP®, ChFC®, CLU®, APMA®

Throughout his long and distinguished career, Greg has been dedicated to helping clients work toward their financial goals by guiding them through comprehensive financial planning. He takes the time to get to know his clients and builds loyal, long-standing relationships.


The clients he serves range from widows and widowers to corporate executives at many of the leading entertainment, hospitality, and technology companies, such as Walt Disney, Marriott, Comcast, Oracle, and Amazon. While he works diligently to address their individual objectives, one common denominator is that he wants to instill confidence in their financial future.

https://www.raymondjames.com/vandergriftfinancial


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