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Ostrofe Financial Consultants

3.5 (4 reviews)
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Services - Ostrofe Financial Consultants

Investment management

Life insurance

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Ask the Community - Ostrofe Financial Consultants

Dunton Health & Wealth - Greg knows the journey first hand.

Dunton Health & Wealth

(1 review)

Greg Dunton was my instructor for a Retirement Planning class I took though Santa Rosa Junior…read moreCollege. The information he provided was very pertinent as I was a recent retiree from local government and my wife was a currently employed school teacher. Greg's class was terrific but I completed the class wanting more information about how to manage and prepare for retirement. My wife and I had questions regarding Social Security and how best to handle a moderate sized investment portfolio. We wanted low risk and high security. We also had questions around annuities and other financial instruments. For example, we wanted to know more about the differences between fixed and variable annuities. We invited Greg into our home for a couple of get-acquainted sessions. After the second session we became comfortable with Greg and developed confidence in his extensive knowledge and experience. Yes, he was thoroughly professional, but not at the expense of overlooking our personal issues around retirement planning and budgeting. As to budgeting, at least 50% of the time and energy we expended dealt with budget issues. Greg was not afraid of hurting our feeling over saying what needed to be said. He was always objective, frank and right to the point, but never judgmental. He answered all of our questions, no matter how simple or redundant. He never took more than a day to respond to a telephone or email question. Greg was very generous about dispensing printed information that could be helpful in our understanding of retirement issues. My wife and I are very happy with Greg Dunton's recommendations and suggestions which have been implemented. We feel very secure about our retirement future. For this we thank Greg Dunton. He has our strongest recommendation. Tom and Marion

From the owner: Specialties As a…read moreretirement guide we specialize in the preservation and distribution of our clients assets with our goal to make sure that YOU Don't Run Out of Money Before You Run Out of Life. And to make sure your beneficiaries receive your assets in the most tax favored way. Planning highlights include.... - Retirement Planning - Buckets of Income - Review of - Lifetime Income Buckets - Review of - Income Distribution - Most Tax Favorable Way - Medicare Planning - Medicare Supplemental Plans - Part D - Prescription Drug Plans (PDP) - Social Security Claiming Strategies - Better Financial Decisions with the use of Wealth Index Report - Estate Review - Online complete Estate Plan Portfolio - 401k and IRA rollovers - Asset allocation - Review of - Educational Workshops - Long Term Care and Life Insurance - Travel Medical - Evacuation Insurance - Trip Cancellation Insurance We're here to help you! History Established in 1999. Meet the Business Owner Gregory P Dunton Business Owner Greg calls himself a Retirement Guide whose job is to 'Guide' you through a successful retirement. His #1 goals is to make sure You Don't Run Out of Money Before You Run Out of Life

Ostrofe Financial Consultants - investing - Updated May 2026

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