Estate & Retirement Planning

Greg Brouckaert has been involved in various aspects of the Financial Services Industry since 1974. His background includes experience in banking and the mortgage industry. Greg's goal is to combine his areas of expertise, along with his genuine concern for the well being of his clients, in order to successfully meet their immediate and long term financial needs.

Perhaps the biggest detriment for our nations seniors and their families is procrastination, which results in a lack of financial planning. All too often seniors fail to take action in planning for their retirement until it's too late. Today's uncertain financial market leaves many seniors wondering if they will outlive their money. Greg ensures that his clients "Golden Years" are indeed golden by educating and guiding then through the peaks and pitfalls of developing a sound financial strategy.

Protect your assets, avoid probate, avoid capital gains tax, learn how to disinherit the IRS from your IRA, increase your retirement income- these are just a few of the issues that Greg concentrates on to build structure and safety into your retirement planning. Greg seeks to provide his clients with the ultimate asset - peace of mind.

Greg has been married to his lovely wife, Melody, for 37 years and they have lived in Kern County since 1978.  They currently reside in Tehachapi, where they have lived for the last 8 years.  Greg is also a veteran, having served in the United States Army, and was an amateur baseball umpire for 15 years.