Provider Group Wealth Advisors Celebrates 15 Years in Frankfort

In November, Greg Zibricky and Provider Group Wealth Advisors, his Frankfort-based financial planning firm, celebrated its 15th anniversary with a party for clients and friends at the new Frankfort Spirits Distillery at CD & ME. The event included a small buffet, as well as a special tasting that let attendees sample the different beverages Frankfort Spirits creates.

Zibricky also took time to thank everyone for their support over the years, listing 15 ways his business helps its clients and the Frankfort community. The following items are what he shared with everyone at the event:

1. We walk our clients through the toughest times of the their lives.
2. Providing tools to our clients with the objective of reaching their financial success.
3. Greg and David are registered with Cambridge Investment Research Inc., a leading independent broker-dealer.
4. Creating savings plans for clients, which are designed to build assets in traditional Roth IRAs, along with other tax-advantaged programs.
5. Working as an independent wealth manager.
6. We provide insurance planning to address protection goals. Whether the life or disability insurance is for income replacement or funding a Special Needs Trust, the coverage is targeted to specific requirements.
7. David Duncan supports the community through participation on the community board of Glenwood Academy, a unique not-for-profit dedicated to helping children “Live-Learn-Succeed.”
8. Constructing for clients income streams and cash flow laddering.
9. Greg Zibricky aids organizations in the Lincoln-Way Community through his board involvement with Lincoln-Way Special Recreation Foundation and Special Education School District 843.
10. Continuing education is a cornerstone of the PGWA process. Greg maintains his Certified Financial Planner (CFP) credential through seminars and conferences to uphold the standard of excellence in his personal financial planning practice.
11. PGWA completes due diligence in specialized investments that allow our eligible clients to invest in alternative asset classes.
12. PGWA actively supports the efforts of area organizations to develop financial literacy for our youth. David participates in local school programs sponsored by Junior Achievement.
13. PGWA lends a hand to area groups by giving its time and treasure to special events and golf outings. Greg has served as a past parade judge and volunteer at Frankfort’s Fall Fest.
14. Greg and David facilitate community outreach activities through education programs on investment diversification and special needs planning.
15. Thank you! Thank you! Thank you to all our friends and clients. We appreciate the chance to work with you to assist you in achieving your dreams.