Services

Greg specializes in assisting Catholic Families and Catholic Business in aligning their faith and finances in support of personal financial goals.

Greg can assist both members of the Knights, and potential members in the following areas:

  • Retirement Income Planning - Develop and implement a retirement income strategy.

  • New Marriage Financial Prep - Create a financial plan, prioritize, and implement for new couples.

  • Insurance Review - Review current coverage's, and needs for life insurance, disability and long term care.

  • Financial Strategic Planning - Educate and build strategic financial plans for the future.

  • Life Event Changes Financial Meeting - A life event creates changes in financial planning. Babies, new home, new job, and so on.

  • Legacy and Charitable Planning - Create efficient strategic charity and legacy planning.

  • Business Coverage - Assist Catholic Business owners with buy-sell agreements, key man insurance, etc.

  • Service Meeting - Provide simple quality service for existing clients. Updating banking, beneficiaries, and so on.

  • Knights of Columbus Informative Visit - Learn more about benefits of membership

  • Revisit, Review, and Plan - Return visit, review, and put plans and policies in place.

© 2020 Knights of Columbus, Field Agent Greg Bronson

Insurance License CA 0F25335 | NV 871142