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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Retirees or Seniors
Major Milestones I Specialize In
Caregiving for Aging Relatives, Death in the Family, Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Our clients are dedicated savers who’ve built substantial nest eggs through years of intentional financial choices. They want to transform their savings into retirement confidence and delegate the details to a collaborative financial partner. An advisor who educates first, respecting your questions and explaining complex concepts into clear insights A collaborative relationship where your voice matters in every financial decision A comprehensive approach that integrates retirement income, tax strategies, and estate planning So you can keep more of what you’ve earned, avoid the big retirement mistakes, and protect what matters most
Disclosures
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a Registered Investment Adviser. Member FINRA/SIPC. Gregory Kurinec, CFP(r) and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200. San Diego, CA 92130
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.