Greg Hodges, CFP®
My firm provides objective, unbiased and experienced investment management and financial advice.
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How I Am Different and Why That's Important to My Clients
Independence: I am employed only by my clients, and I serve only their needs. I do not have a manager, a board of directors, or shareholders to serve. The client should know there are no other agendas, politics, or conflicts of interest.
Practice Size: I focus on the quality of the client relationship, not quantity of relationships. My clients and I have a direct line of communication on all recommendations and decisions. It is my aim to provide truly personal advice and service.
Fee Structure: My firm's fees are all fully disclosed and paid only by my clients. There should never be a concern that my advice or service is driven by a sales commission or some other form of compensation.
I graduated from the University of Illinois in 1986. Since then, I have worked in the financial services industry helping my clients with their investment, insurance and mortgage needs. In 1996, I obtained the CERTIFIED FINANCIAL PLANNER™ certification. That achievement and the related studies encouraged me to look beyond the traditional sales-based delivery of "financial products." I knew there was a better way to help people with their financial needs. With that objective in 1999, I became an independent advisor.
Personal
In my spare time, I like to play golf, exercise, and work on projects around the house.
Copyright 2015 Greg Hodges Financial Advisory. All rights reserved.