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Why Would You Retain Steve Gray As Your Certified Financial Planner or
Investment Advisor?

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Services

Personal financial planning

Personal financial planning is the development and implementation of a coordinated plan for the achivement of all your financial objectives.

Diversification/
Asset Allocation

To increase risk adjusted returns, and provide stability to your portfolio, we will apply the concept of diversification.

Specific Asset Recommendations

I want to cover in general the methodology used in the mutual fund selection process.


Stephen Gray CFP

Providing independent & comprehensive fee based financial planning and asset management

Stephen Gray, CFP
Certified Financial Planner
Registered Investment Advisor

Our Services

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