Spotlight: Actionable strategies to elevate your advisory practice
Parent-child succession planning can be tricky–but it doesn’t have to be
With 40% of advisors contemplating retirement soon, many practice owners may sell to a family member. How can they plan for a successful transition? Read more
Why financial advisors should be building teams
Expanding the team of a financial advisory practice has its challenges, but team building can offer practice benefits and growth opportunities. Read more
How advisors help navigate the financial challenges of a disability
People with disabilities and their families face daily challenges, including complex financial issues. Qualified advisors can offer meaningful guidance. Read more
INDUSTRY INSIGHTS
In-depth examinations of significant developments in investment research, financial technology, behavioral finance, and active management approaches.
ADVISOR PERSPECTIVES
Experienced financial advisors discuss practice philosophy, client service, investment strategies, and how they have set their practices apart.
MARKET COMMENTARY
Observations and outlooks from well-known technical and research analysts, financial authors, and economists.
PRACTICE MANAGEMENT
Successful financial advisors provide tips on business-building strategies, including prospecting, obtaining referrals, client communications, marketing, technology, and more.
WEEKLY CHART REVIEW
Analysis of a timely market or economic theme illustrated with insightful charts.
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Building custom financial plans using comprehensive solutions
Dr. Gregory (Gregg) McBride, Ph.D., is an investment advisor representative with American Heritage Financial (AHF), based in the Pensacola, Florida, area. He has over a decade of experience serving the financial-planning needs of a diverse client base.
Dr. McBride says, “The theme of stewardship informs everything I do with clients. This includes (1) helping clients figure out what is truly most meaningful to their lives and values as they approach retirement planning; (2) looking at wealth accumulation and investments not only from a return perspective but also in terms of accountability for investment choices; and (3) making ethical and efficient choices regarding tax minimization, protection of assets, and legacy planning.”
Dr. McBride and American Heritage Financial offer a full range of financial- and retirement-planning services for clients, including the following areas outlined in the “AHF Wheel of Services”:
- Wealth management
- Insurance and risk-management strategies
- Investment accumulation and distribution strategies
- Social Security planning
- Medicare planning
- Long-term-care options
- Workplace benefits and business-owner solutions
- 401(k) and pension analysis
- Wills and trusts review
- Tax strategies to provide efficiencies across the entire financial plan
