Greg Small

Senior Associate

Creative Financial Group
16 Campus Boulevard
Newtown Square, PA 19073

Phone: (610)325-6247
Fax: (610)325-6240
E-mail: gsmall@cfg.nef.com

Greg has been successfully building his practice at Creative Financial Group since 1997.  He currently resides in Havertown with is wife Tori and their family.

Areas of Focus

• Wealth Accumulation Strategies
• Business Succession Strategies*
• Estate Conservation Strategies*
• Family Legacy Strategies
• Retirement Adequacy Studies
• Wealth Distribution
• Executive Compensation Plans
• Charitable Giving Strategies*
• Education Funding Strategies
• Long Term Care Insurance
• Life Insurance
• Disability Income Insurance

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.