Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We offer our resources and services to individuals, couples, families, small business owners, industry specific professionals and employers and their employees.
We create strategies that are tailored to your needs and goals.
Our typical “full service” clients are those with at least $250,000 of investable assets, looking for a professional investment partner.
For young investors, we offer 401k assessments, portfolio allocation and advice, diversification from concentrated equity positions, as well as life insurance, wealth accumulation strategies and and investment solutions.
We also help people determine how they can live a work-optional lifestyle before traditional retirement age.
We support employers with investment advisory services (as a fiduciary), participant guidance and education, plan design and management.
Griffin Financial Group's service model is designed to enhance investment opportunities and assist participants in achieving financial security.
We are proud of our commitment to retirement plan excellence, and invite you to see for yourself how our services can improve your company’s retirement program and participant experience.
Whatever your current situation – single, married, divorced, or widowed – it is crucial to educate yourself on your present financial realities and plan for your future, rather than to rely on anyone else. We care about financial planning for women because we know how important it is to be prepared. Whether you’re just starting your career, going back to school, nearing retirement, or a dedicated stay-at-home mom, you have the capability to take charge of your financial future.
For people aged 25-55, we offer 401k assessments, portfolio allocation and advice, diversification from concentrated equity positions, as well as life insurance, planning and investment solutions.
We specialize in 401(k), 403(b) and 457 plan rollovers to personal retirement accounts that we will design and manage with or for you.
For people already in retirement, we offer retirement assessments, income distribution planning and estate planning to determine how we can help your retirement income last longer.
Let us meet with a complimentary Discovery meeting to see if we are the partner you are looking for.