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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


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


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,

401k, SEP IRA, SIMPLE IRA Planning

Benefits Planning & Services

Reduction of Business Taxes

Special Situation Planning

Buying a Home


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. | 619-592-8779