We have been providing financial engineering services for

financial services professionals since 1982. The professional

credentials of our staff and Alliance Affiliates^sm include:

Certified Financial Planner®

Chartered Life Underwriter

Attorney At Law

Chartered Financial Analyst

Certified Public Accountant

Certified Senior Analyst

Chartered Financial Consultant

Our Mission

• Assist advisors in helping clients effectively control and use their financial life support systems(sm) to take care of themselves and their families.

• Assist advisors in helping their clients maintain control of what they have while attaining more.

• assist advisors in helping clients minimize taxes, probate costs, insurance premiums and fees.

How We Accomplish Our Mission

• We are sensitive to the hopes, dreams, fears, desires, values and feelings of clients.

• We maintain a vast field of knowledge while "teaming" with advisors.

• We think dynamically with advisors while using "simple practicality."

Nicholas L. Gregory, ChFE , CEBA, CFP^®

President and Managing Partner

Nicholas L. Gregory is President and Managing Partner of The Financial Engineering Institute, LLC. Mr. Gregory has over 31 years of dedicated experience to assist him in serving financial services professionals across the country through his firm’s financial engineering process^SM.

Mr. Gregory consults with attorneys, accountants and other financial Professionals and organizations in better serving their clients. He Functions as a speaker, writer and consultant in the areas of cash management, risk management, investment, taxation, estate preservation,