Gregory Pavlidis

I lived in Long Island, New York until August of 1999 when, after

completing my Master’s Degree in Mathematics and Education from Long

Island University, I relocated to Southern California. I also received my

Bachelor’s Degree in Economics from the same University. In addition to

my degrees, I also have my Life Insurance License and had obtained my

Series 6, 63 and 65 Licenses. I let them expire because I never had any

intention of using them. I just wanted to show, I could pass the tests,

AND I would tell clients "I'm licensed to lose your money, but I'd rather

not", so let’s work on the fixed side of the fence. And of course, then I

would help with protecting their money, with guaranteed, fixed strategies...

as opposed to the SEC side, which specializes in losing their clients’

money.

This is something that has been done by many advisers under the

SECs dark shadow. They’ve done it by risking and losing their clients’

money in the stock market, daily, monthly annually, and over decades!

Also, in addition to our other aforementioned qualifications, I

am nationally recognized as a Certified Financial Education Instructor

through the National Financial Educators Council (NFEC).

Anyway, while teaching High School Mathematics, I noticed that even the

well-educated, upper middle-class parents of my students were grappling

with day-to-day financial survival. So, I decided the best way to utilize my

skills in education, economics and mathematics was to aid the public

through the financial services industry. I realized I could better serve my

community by helping parents to build financial security, thereby stabilizing

their homes and families.

I strongly believe in the power of accurate and factual information, and I do not just manage my clients’ accounts, I teach them how and why their money is best placed in one vehicle or another.

In my little spare time, I like to spend time with friends and family, go for

trips up Pacific Coast Highway, hike, bicycle ride, and travel to other

countries. Fiji is my next destination!

One of my best friends got married there, and the photos he showed, and

stories he told were unreal!

I love nature, animals, and doing what I can to keep my 'footprint' on the

environment to a minimum. I really love to get out there and live! There

is SO much to see. Yet, I also enjoy a quiet night home, with a book.

Now that you know a little about us personally, let's get to the

business at hand...

I specialize in helping people optimize assets, enhance net worth, set up

instant estates and minimize or eliminate taxes on distribution when

retirement comes. And in a retirement world gone wrong, one that has

eliminated the predictability and security of our senior years, by eliminating

most company pensions, we help to convert risky, lazy, under-performing,

unpredictable market based 401(k)s, 403(b)s, IRAs, Mutual Funds, Stocks,

Bonds, et cetera, into safe, secure, guaranteed, predictable Private Pensions,

with taxes paid either now, or in the future, and with incomes you can

never outlive! I also help you do things right from the start, if you

haven’t put your money at risk, we help create the New Private Pensions

for you from the get-go, because we know that the best ideas, the best

plans and the best things in life are the simple ones. Simple & Safe. ☺

Lastly, please allow me to add, that I've been in the Financial Services and

Insurance industries for close to two decades and counting.

Basically I specialize in helping people to maximize the growth of their money and to

receive Lifetime Retirement Income, while minimizing risk and income

taxes. Although I work with many different groups, like Law

Enforcement, Fire Departments, Schools, Small Business Owners, large

multi-national corporations, the entertainment industry and many other

demographics, it is through working with retirees that I have discovered

that people are not enjoying their retirement years as much as they could or

should. Why? Because they are holding back due to the fear of outliving

their money. It’s a very real and valid fear for everyone. I see it every

day.

I understand it. And I believe I can help put your mind at ease with

some simple, time tested, proven and GUARANTEED money management strategies.

“I help guarantee your retirement, I help guarantee your future.”TM