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About Greg Kay | Founder of Kay Financial Group — Clarkston, Michigan
Greg Kay | Founder & President, Kay Financial Group
Greg Kay, Founder and President of Kay Financial Group serving clients in Clarkston, Michigan, is dedicated to helping individuals and families protect and grow the wealth they've worked so hard to build. With more than 15 years of experience in financial services and real estate, Greg offers clients a proven perspective on navigating market cycles, retirement planning, and long-term care strategies. His approach is rooted in safe money management—prioritizing stability and protection over unnecessary risk.
Before launching Kay Financial Group, Greg spent the majority of his professional life in engineering and construction. This career path gave him an eye for precision, problem-solving, and disciplined planning—skills that now guide his work in financial services. His transition into finance was motivated by a desire to help people prepare for retirement in ways that reduce stress and provide confidence for the future.
Over the p...
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Frequently Asked Questions About Financial Advisors in Clarkston, Michigan
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.