At Griffin Financial Services Group, we believe that financial planning is an ongoing process that is greatly affected by the changes in your life. Our process begins by learning about you and your individual situation in a get-acquainted meeting.
At the get-acquainted meeting we discuss your current situation, your goals and all the factors that may have a bearing on the financial decisions you will make. By the end of this meeting, we will both be able to assess whether on not it would be suitable for us to work together. At our next meeting, we analyze and design a specific portfolio to meet your financial goals based on the information gathered at our get-acquainted meeting. Here we present our recommended approach to your investment strategy, with its potential benefits and costs. We continue to meet with you, respond to your concerns, and update your portfolio as your needs and situation change.
Understanding your current situation, and the challenges and opportunities that may arise, will help us guide you to make the appropriate decisions throughout your financial journey. We look forward to meeting with you and discussing your situation and how we can help you reach your financial goals.
Planning for retirement is the first step to enjoying it! Let us help you put together a plan to reach the retirement you desire. Don't make the mistake of going at it alone. Our advisors and staff will help you navigate the complicated questions of retirement planning. Company pension? Lump Sum withdrawal? When to take Social Security?
We help individuals and couples create and retain wealth for themselves and their families. Click here for an investment strategy with the objective of providing inflation-adjusted income for life, including interactive tools!
Call and ask about our Retirement Seminars!
Griffin Financial Services Group has access to a wide range of investment options and is experienced in finding solutions to help meet client's goals. Make an appointment to discuss your investment goals, your approach to risk, and your investment horizon. We will make recommendations on how you can best reach your goals while protecting your investments.
We offer insurance evaluations and insurance plans, including life insurance, disability income insurance and long term care insurance, to protect your assets and provide for your loved ones.