THE GREYSTONE MISSION
AT GREYSTONE FINANCIAL GROUP, WE OFFER DYNAMIC AND PROGRESSIVE SOLUTIONS TO INDIVIDUALS AND EMPLOYER RETIREMENT PLANS TO HELP OUR CLIENTS THRIVE AT EVERY STAGE OF LIFE.
USING OUR EXPLORATIVE, HOLISTIC APPROACH, WE WILL WORK TO ASSURE YOU’RE WELL INFORMED AND PREPARED FOR A SUCCESSFUL FINANCIAL FUTURE. GREYSTONE OFFERS THE KIND OF PERSONALIZED CARE THAT’S RARE IN TODAY’S COMPLICATED ECONOMIC CLIMATE. LET’S WORK TOGETHER TO DISCOVER SUCCESS AT EVERY MILESTONE.
In-depth financial planning for all of our clients
Using a systematic and analytical team approach, we bring together a range of specialists, including CPAs and estate planners, to provide robust, well-rounded, creative insights
Personalized financial plans with hands-on service that move clients forward, feeling confident today and for the long term
Employer Sponsored Plans that offer retirement solutions based on both the employer and employee’s specific financial needs
Enjoy personal, long-lasting relationships and a concierge service
THE GREYSTONE VISION
WE WORK HARD TO UNDERSTAND THE WORLD OF FINANCE AND HOW IT AFFECTS OUR CLIENTS’ OBJECTIVE USING AN INTUITIVE AND DISCERNING PERSPECTIVE. WE AIM TO PROVIDE A ROBUST CONCIERGE EXPERIENCE, SPECIFICALLY TAILORED TO IMPLEMENT FINANCIAL PLANS DESIGNED TO GUIDE CLIENTS THROUGHOUT EVERY LIFE STAGE.
AS A FIDUCIARY, OUR PRIMARY FOCUS IS TO BENEFIT OUR CLIENTS AND ACT IN THEIR BEST INTERESTS. AS A FEE-ONLY SERVICE, WE STRIVE FOR INTEGRITY IN OUR FINANCIAL PLANNING. WE ARE COMMITTED TO OFFERING UNSURPASSED INSIGHTS TO EACH AND EVERY CLIENT, KEEPING OUR EYES ON THE FUTURE SUCCESS AS WE HELP YOU REACH YOUR GOALS AND DREAMS.
AT GREYSTONE, YOU WILL HAVE A DEDICATED, HAND-PICKED TEAM OF PROFESSIONALS WHO ARE KNOWLEDGEABLE IN YOUR PERSONALIZED AREAS OF FOCUS. YOUR TEAM COMES TO THE TABLE LADEN WITH STRATEGIES AND ADVICE TO ENABLE US TO CREATE A CUSTOMIZED ACTION PLAN BASED ON YOUR FINANCIAL OBJECTIVES.
GREYSTONE SERVICES INCLUDE:
Fiduciary standard of care
Transparent fees (fee-only RIA)
Develop solutions that address long-term financial goals
Employer Retirement Plans solutions
Comprehensive financial planning covering taxes, estates, investments, retirement, and protection
WHAT’S DIFFERENT ABOUT WORKING WITH OUR TEAM AT GREYSTONE? WE’VE DEVELOPED OUR OWN APPROACH THAT HELPS US GET TO THE HEART OF OUR CLIENTS’ FINANCIAL CONCERNS, NOW AND IN THE FUTURE. WE WILL START WITH THE GREYSTONE DISCOVERY PROCESS THAT HELPS IDENTIFY IMPORTANT DOCUMENTS AND INFORMATION FOR ANALYSIS. THEN WE WILL CRAFT AN ACTION PLAN WITH BENCHMARKS THAT SHOW OUR SOLUTIONS HELP ACHIEVE REAL RESULTS. AS PARTNERS, WE KEEP IN TOUCH, WE GO BACK TO THE TABLE TO REVIEW AND REVISE, AND WE KEEP OUR EYES ON THE MARKETS AND OUR CLIENTS’ GOALS.
USING THE GREYSTONE APPROACH, WE WORK TOGETHER WITH YOU VIA A SPECIAL 4-STEP PROCESS:
This is where we listen, uncovering how you see your financial future evolving. We ask you the right questions, reflect on the answers, clarify your needs, then develop goals and objectives.
After deep analysis, we develop an in-depth understanding of your unique goals, objectives, and dreams, crafting a written document that can benchmark your progress. We will bring it back to the table to assess, share information, and refine recommendations.
Now we’re ready to share a customized financial plan designed to meet your specific needs. We will be ready to guide you with options and strategies. Your journey toward financial success begins.
Our relationship continues as your plans are implemented. Through regular updates and reviews that take into consideration all of the changes in your world, we adapt, analyze, and offer solutions to help keep you and your financial goals on track.
GET TO KNOW OUR GREYSTONE TEAM AND YOU’LL UNDERSTAND WHAT MAKES GREYSTONE UNIQUE. EACH AND EVERY TEAM MEMBER BRINGS A SPECIAL SET OF SKILLS TO THE TABLE, WITH THE SPECIFIC OBJECTIVE OF HELPING YOU REACH YOUR GOALS.
Todd R. Moss, CFP®
As Managing Partner, Todd oversees all employees, performance and growth, as well as business development of new ventures and partnerships, including analyzing and determining best practices. Leading by example and expertise, Todd helps to set the tone for the firm’s culture by building personal, professional and long-lasting relationships between clients, directors, and staff. He strives to provide confidence and peace of mind for his clients to help them achieve that perfect balance of living one’s life and not worrying about their finances.
Todd holds a Bachelor of Arts in Public Administration from Michigan State University and brings 40 years of experience in the Wealth Management industry to GFG. He embraces living life to the fullest; finding inspiration from learning the importance of dreaming and setting goals, and the difference between the two. An avid traveler, Todd has recently put that theory to practice by running with the bulls in Spain and ocean cliff-jumping in Jamaica. He likes to set an example to his family and clients of doing what you do well, learning from your mistakes, and reaping the rewards by creating a life you enjoy.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.