Services
Wealth Management Services
Professional Financial Services
Grigg Financial Group specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Specialized comprehensive wealth management services include: Tax Planning, Retirement Planning, Legacy Planning, Education Planning, Business Planning, Special Situations Planning (Weddings, Disability Planning, etc.), Risk Management Planning, Investment Planning, and Debt & Cash Flow. Please contact us for more detail on each focus area.
Wealth Management Objectives and Sample Goals We Accomplish
Taxation
Tax Preparation
Tax Planning
Tax Projections
Tax Reviews
Audit Defense
Retirement Planning
Retirement Funding
Retirement Plan Coordination
Retirement Income Projections
Social Security Planning
RMD Coordination
Traditional & Roth IRA Planning
Reduction of Retirement Taxes
Legacy Planning
Review Wills and Trusts
Succession Planning
Charitable Planning
Disabled Dependent Lifetime Support
Reduction of Legacy Taxes
Investment Planning
Portfolio Management
Portfolio Rebalancing
Portfolio Consulting
Tax Loss Harvesting
Tax Smart Investing
Reduciton of Investment Taxes
Risk Management Planning
Insurance Review
Life Insurance Planning
Disability Insurance
Home, Auto, Umbrella Insurance
Health Insurance
Reduction of Taxes via Risk Planning
Debt & Cash Flow Analysis
Budgeting
Debt Reduction
Education Planning
Education Planning
529 Plans & Strategies
Education Savings Accounts
Pre-paid College Plans
Private School Tuition Funding
Reduction of Taxes via Education Funding
Business Planning
Accounting Consulting
Payroll Planning & Consulting
Consulting on forming LLCs, Corporations,
LP, LLP, FLP
401k, SEP IRA, SIMPLE IRA Planning
Benefits Planning & Services
Reduction of Business Taxes
Special Situation Planning
Buying a Home
Weddings
Disability Planning
Vacations or Travel
Divorce Planning
Feeling Financially Secure
Reduction of Taxes Caused by Special Events
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
brian@griggfinancialgroup.com | 619-592-8779