PROFILE

Greg Margevicius is a financial advisor with Money Concepts Capital Corp, and Benefit Planning, Inc. (BPI).  Greg primarily works out of the firm’s office in Lakewood, Ohio just minutes from downtown Cleveland.  BPI is an organization that specializes in federal benefit planning for Civil Service Retirement System (CSRS) and Federal Employee Retirement System (FERS) employees.  Greg provides retirement seminars to Federal agencies and offers financial planning services to his clients.  Since joining BPI, Greg has committed himself to educating and training federal employees to assist them in understanding their federal benefits and retirement systems.  He has a full understanding of the various areas that affect the decisions and plans for federal employees in their working and retirement futures.

History

A Cleveland, Ohio native, Greg attended St. Edward High School and earned a Bachelor’s Degree from Ohio Wesleyan University Magna Cum Laude.  Upon graduation, Greg began working at BPI traveling to seminars, meeting clients and learning as much as possible first-hand.

Greg believes there is no substitute for creating a thorough financial plan and that financial planning is especially vital to federal employees because of the many options they have available to them. He is passionate about educating federal employees on their choices and shedding light on what can be a complex system.

Federal Market

In addition to his role as financial planner, Greg also serves as a speaker, providing educational seminars and training sessions to government agencies in multiple states across the country. Greg treats his clients like he would treat his own family, and his philosophy is to always do what is best for the client.

Benefit Planning, Inc. provides financial advice, financial planning and estate planning services to federal employees. Since joining BPI, Greg has developed an in-depth understanding of the federal benefits system, including Thrift Saving Plan (TSP), Social Security Benefits, Federal Employee Group Life Insurance (FEGLI), CSRS/FERS Annuity calculations, CSRS/FERS Survivor Benefits, sick leave calculations, military buy backs, CSRS Voluntary Contributions and deposits and re-deposits.

Licenses Held

• Series 66- Combined State Law Examination
• Series 7- General Securities Representative Examination
• Securities Licensed in OH
• State of Ohio Licensed Life and Health Insurance Agent