Craig Grayson

About

How do you measure whether you are making sound decisions to help you achieve financial success and keep more of the money you make? I aim to help you do the following: prioritize your financial choices, reduce your risk, lower your investment costs, and help you recover dollars that were previously leaving your balance sheet.

As you protect your income, and save properly, the opportunities to grow your wealth increase and your financial confidence will soar.

The approach is forthright and powerful, and I’ll help you examine the elements of your financial world – Protection, Savings & Investments, Strategies to minimize Debt and Taxes, and Providing a Legacy. The goal is to fulfill the futures you imagine. Every circumstance is unique, and when a custom-fitted financial plan is brought to bear, extraordinary consequences result.

My home includes my wife Lisa, my daughter Isabel, my son Leo, and our mini golden doodle Ginger. My favorite restaurants are Peter Luger's (BK, NY), Sardelli (Hollywood, FL), & Ad Hoc (Napa, CA). My favorite albums are Darkness on the Edge of Town (Bruce Springsteen), Sticky Fingers (Rolling Stones), Illmatic (Nas), & Blonde on Blonde (Bob Dylan). My favorite sports teams are the NY Yankees, NY Knicks, & anything Maryland Terrapins or South Carolina Gamecocks.

If you’d like to explore what it means to work with me, I can be reached through LinkedIn, at craig@kinnectyourwealth.com, or by calling 561-353-0199.
CA Insurance License Number 4252926