For every generation, there’s a goal.
Graduating, getting married, buying a home, having kids, building your nest egg, retiring, traveling, designing a legacy. Making dreams come true takes proper planning. We listen to your story, your needs, your wants, your goals, and your dreams so that together we can craft an individualized financial plan that fits who you are and where you want to go. Our dream is helping you to fulfill your dreams.
To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck
Your Money, Our Responsibility
Sound planning for every stage of life.
There is more to your financial picture than money. We know that behind those dollar signs are also passions, places, and people. The best way to make your money work for everything you care about is preparation. Fockler Financial’s planning-based approach to financial management is both personal and comprehensive. Regardless of where you currently sit on life’s timeline, we take your life as a whole into account.We can help!
GREG’S STORY
Financial planner. Fierce protector of your fiscal health. Fellow human.
These are just a few of Greg Fockler’s current roles in life. A University of Toledo graduate with a business degree in Professional Sales & Finance, Greg is experienced in assessing and meeting your investment, insurance, and overall financial planning needs. He understands the expectation of thoughtful, individualized service, and he rises up to exceed it client after client. He sees the ongoing industry changes and he meets them head-on. Dedicated to helping clients in the Toledo, Ohio area, throughout the Midwest, and across the country safeguard their hard-earned money and accomplish their financial goals, Greg is an expert at putting your financial house in order.
Read Greg's Full Bio
MEET GREG
A University of Toledo graduate with a business degree in Professional Sales & Finance, Greg Fockler is experienced in assessing and meeting your investment, insurance, and overall financial planning needs. He understands the expectation of thoughtful, individualized service, and he rises up to exceed it client after client. He sees the ongoing industry changes and he meets them head-on. Dedicated to helping clients in the Toledo, Ohio area, throughout the Midwest, and across the country safeguard their hard-earned money and accomplish their financial goals, Greg is an expert at putting your financial house in order.
FINANCIAL PHILOSOPHY
Greg Fockler has a dream. That dream is to help you fulfill your dreams no matter what stage of life you’re currently in. Greg’s expertise and insight make a complex task manageable and even enjoyable. He first takes the time to get to know you by finding out what’s important to you. After analyzing your needs, wants, and dreams, Greg crafts a personalized financial plan to help you achieve your goals. His financial philosophy goes beyond just financials to take passions, people, places, and your life as a whole into account.
OUR PLEDGE
We exist to enrich your life. Whether you are starting out, settling in, or staying the course, we are here to make your financial life even better. Your purpose, your family, your future, your retirement, your legacy. For every generation, there’s a goal. Let’s work on yours.
Our Services
Plan. Invest. Insure.
We take your financial health personally. Our services are carefully crafted to meet each individual client’s wants and needs. From financial planning to investment management to insurance, we have your whole life covered. Tell us who you are below to start finding your path to a richer, more enriched life.
Tell Us Your Story
Dreams, goals, financial freedom
No matter who you are and where you are in life, you have some idea of where you want to go. Greg is committed to understanding your dreams and goals so that he can guide you on a financial path to meet them. The right financial products are the ones that best align with your life’s desires. Click on a goal below to start exploring your road to financial freedom.
enrich your purpose.
As your world expands, confidently establish your place in it.
Young professionals are as determined to do good in the world as they are to do good work professionally. Through travel and technology, they are more a part of the global community than any generation before them. They don’t just walk around with the world on their shoulders; they carry it in their hearts, on their minds, and digitally in their pockets. That kind of noble responsibility takes solid, long-term financial planning.
enrich your family.
Make dreams come true for those who made your dreams come true.
You never knew there was love like this until you had a family of your own. Watching your children grow is an honor and a dream come true. Whether they are off to preschool or off to college, you want to be able to provide the best for them. Their dreams quickly become your dreams too. From dance lessons to that big class trip to starting a business, be ready to proudly support your family’s goals.
enrich your future.
As you settle more into your life, don’t settle for less than your best possible future.
By now you’ve experienced life’s ups and downs and just about everything in between. You’re finally feeling established and taking a moment to enjoy your comfort zone while still thinking of your future. It’s time to start planning for all those dreams you thought you couldn’t afford to dream before. A new kitchen, a vacation home, being your own boss. These are just a few of the items on mid-life’s dream menu.
enrich your retirement.
You’ve worked hard for decades, so relax and let all you’ve earned work hard for you.
There comes a point at which you can actually sit down, take a deep breath, and soak up the little things. Just because you retire doesn’t mean your money retires too. When done right, your money is just getting started and will be working hard for decades to come on your behalf. Don’t let your financial future relax with you; keep pushing it to be the best it can be. Keep sending your money to work so you don’t have to.
enrich your legacy.
Ensure your values are well-preserved for generations to come.
As the saying goes, you can’t take it with you. However, you can decide how you leave it behind. After you’ve gotten the most out of your money, you also want the world around you to get the most out of what’s leftover. Family, education, community, charity. Your values and all you have given should be reflected in all you still have to give. Dream so big that it extends to a future beyond your own years.
Don’t fit any of the people above?
Are you looking for someone to manage your existing portfolio? Let Greg manage your money while you do what you do best.