“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein
Helping you stick to your financial goals by offering the best insurance coverages and rates for you and your family is something we take seriously here at Paul Hall and Associates. That's why we also want to make sure you are aware of our full-service opportunities within the agency to help protect your future. Retirement, Mutual Funds, Long-term care…. all words we know we should think about but don’t necessarily know who to go to or what to do about.
That’s why we want to introduce you to our Financial Advisor, Greg Lochard, who can help you establish and fulfill all your financial objectives, and maybe even some you hadn’t yet considered.
About Greg:
Greg is married to Anne, his wife of many years. Together they live in Cincinnati, Ohio and have two children: Ben, six, and Corey, two. Greg is very involved with his own family where he is one of five children. They all share a passion for the great outdoors and try to spend as much time there as possible! Greg is an owner of several businesses, has investment properties and a hair salon in Mason, OH.
What can Greg do for clients?
Every day Greg is meeting with clients and guiding them to a more successful financial future. Greg offers a full-service financial network, that helps advise on everything from life insurance, long term care, investments, managed money, social security, and Medicare.
“We sell fixed indexed annuities,variable annuities, universal, whole life, term and variable life insurance, long-term care both stand alone and hybrid Care matters and mutual funds working with Fidelity, American Funds, and Vanguard just to name a few.”
With years of experience, as well as a wide range of businesses and products to offer clients, Greg has the tools and knowledge to help you get on track to achieve your financial goals!
Why work with PH&A?
Paul and Greg have been colleagues for over 15 years. Throughout that time, they have adapted to many changes in order to continue providing excellent service to their clients in our ever-changing world. When asked about these years working with Paul and his staff, Greg stated that he had the “utmost respect for what Paul has built and feel his portfolio of clients have a need for what we do. The staff is amazingly helpful to meet client needs and expectations.” Greg also included that “PH & Associates is a full service, customer centric outlet for all their insurance/financial services needs. Paul and his team have created something not easily replicated. In today's chaotic, stressful environment, we take the stress off clients and give them peace of mind.”
Many of our clients have already taken advantage of time with Greg and they've all had many amazing things to say about him. One thing we can promise you is regardless of where you are today in life, you can benefit from a one-on-one conversation with Greg.
Let us know when you would like to set up an appointment!