Gregory J. Dawson, Financial Services Executive

Gregory J. Dawson, Financial Services Executive My goal is to provide families and business owners with assistance in building their financial freedom. Let’s start a conversation. Your new career is waiting!

I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

· Retirement income solutions

· Estate strategies

· Employee benefit and

retention services

· Business continuation strategies

Discover a career that can’t be off-shored or outsourced! At our firm you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Some of the attributes I seek in candidates are: competitiveness, problem solver, networker, coachable, organized, and results and ethics driven. Licensed to sell insurance in Maryland, Pennsylvania, District of Columbia, Ohio, Delaware, Virginia

01/24/2024

The truth is, having a plan makes sense during ALL of life’s stages. Let’s connect.

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can su...
01/24/2024

The return to work during retirement years happens for a wide variety of reasons. Let’s talk about how an annuity can support your retirement income and help you retire on your terms.

https://bit.ly/3Of58PO.

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn ...
01/24/2024

Estate planning can be a complex topic to navigate, but you may know more than you think. Test your knowledge and learn more about why an estate plan is important: https://bit.ly/3HtYql0.

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, l...
01/22/2024

We’re in the midst of what many are calling the “Great Wealth Transfer.” If you’re planning on bequeathing your money, let’s make sure you have the right plans in place.

01/17/2024

Now is the perfect time for a financial health check-up. Whether you have a plan in place or need help getting started, I’m here to help you stay on track.

https://bit.ly/429c5ru.

01/10/2024

It’s a busy time for New Year’s Resolutions… maybe you're getting a new gym membership?! Make sure your financial goals are front of mind too!

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journe...
12/27/2023

From graduation to weddings, parenthood to home ownership - life is filled with moments that impact our financial journeys. No matter where you are in your journey, I can help.

12/19/2023

Group Long Term Disability: Is it all you need?

GLTD coverage might seem like an adequate safety net, but did you know it may not cover many of your income protection needs? Which could leave you financially exposed during tough times. Let's explore how to help fill those gaps.

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help av...
12/14/2023

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

Address

11350 McCormick Rd, Exec Plaza 4, Suite 200
Hunt Valley, MD
21031

Telephone

+14109773527

Website

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