Greg Kay | Founder & President, Kay Financial Group
Greg Kay, Founder and President of Kay Financial Group, 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 past 15 years, Greg has witnessed the impact of market downturns firsthand, including the Great Recession of 2008–2009, when many retirement accounts lost half their value. These experiences shaped his belief that retirees and pre-retirees must take proactive steps to shield their portfolios from volatility. At Kay Financial Group, Greg emphasizes conservative strategies designed to protect wealth while supporting steady, long-term growth.
A key area of specialization for Greg is retirement planning. He works with clients to develop income strategies that provide reliable cash flow, tax-efficient solutions that minimize unnecessary burdens, and estate planning tools that safeguard legacies for the next generation. By aligning financial plans with personal values and goals, Greg ensures his clients are not only prepared for retirement but also positioned to enjoy it.
Greg also brings a personal understanding of the importance of long-term care planning. Having seen how extended healthcare needs can deplete retirement savings, he helps clients incorporate strategies to address this challenge early. By making long-term care an integral part of retirement planning, Kay Financial Group ensures that clients are better prepared for both financial and personal well-being.
At the heart of Greg’s philosophy is the belief that retirement planning should focus on safety, stability, and peace of mind. He knows that retirees deserve to enjoy their hard-earned savings without worrying about the next market downturn. Through clear communication and personalized service, Greg builds relationships of trust with his clients—helping them make informed decisions with confidence.
The mission of Kay Financial Group is simple: to help retirees and those preparing for retirement preserve their wealth, create sustainable income, and achieve financial security. Under Greg Kay’s leadership, the firm continues to serve as a trusted resource for families who value conservative strategies, personal attention, and lasting financial confidence.
🔷 Resident License: Michigan 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Indexed Annuities, Fixed Annuities, Life insurance, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
