Introducing The Caddie Association & The Professional Caddie Association Foundation

Driving your future home

New retirement program tees off
The Caddie Association has brought together Greco Planning Group, Inc. (GPG) and the PGA of America Credit Union to manage and administer the first Caddie Association retirement plan. The program is available to any caddie who is a member, in good standing, of The Caddie Association. This program works in conjunction with Net Investment Advisory Company. GPG is a trusted company providing both personalized service and extensive and diverse financial experience to their clients in the areas of retirement and estate planning.

Caddies may also consider Defined Benefit Plans, Cash Balance Plans, Annuities, Trusts, Profit Sharing Plans, and 412(e)3 plans. Other services include life insurance, a medical indemnity plan and dental benefits.

GPG is also advising the Professional Caddie Association Foundation (PCAF). Thanks to contributions from PGA Tour player Ratief Goosen and other golf professionals as well as country clubs, individuals, and corporations the Professional Caddie Association Foundation is building a fund to help caddies in need. Please consider a tax deductible gift to the PCAF.

TAKE CONTROL OF YOUR FINANCIAL FUTURE
A trusted source of retirement & estate planning, The Greco Planning Group provides highly focused, personalized service and brings extensive and diverse financial experience to their clients. They utilize a diversified multi-level approach in preserving, protecting and growing wealth for their business and individual clientele.

The Greco Planning Group can assist you with:

  1. Defined benefit plans
  2. Cash balance plans
  3. Trusts
  4. Charitable Giving
  1. Profit sharing plans
  2. 412(e)3 plans
  3. Life Insurance plans

The Greco Planning Group has offices in New York and Florida, and serves an international clientele. To take advantage of this PCA benefit and start taking control of your financial future, call us at 631-390-4300.


About the PCA
| About the PGA credit union



THE GRECO PLANNING GROUP & PGA OF AMERICA CREDIT UNION OFFICIAL PARTNERS OF THE
ENDOWMENT & RETIREMENT FUNDS FOR THE CADDIE FOUNDATION, PCA HALL OF FAME CADDIES AND YOU

PCA, PGA-CU AND GRECO PLANNING HELP CADDIES  WITH B&R

© 2017 greco planning group | 105 Broadhollow Road, Melville, New York 11747 | 631 390 4300 | fax: 631 390 0087

Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Greco Planning Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Property & Casualty insurance is offered through a variety of quality insurance companies that are not affiliated with MML Investors Services, LLC. Auto and home insurance is offered by unaffiliated insurers. Some Health insurance products offered by unaffiliated insurers.

OSJ 6800 Jericho Turnpike, Suite 202W, Syosset NY 11791 (516) 364-4203

http://www.finra.org/