Griffin
Financial Services
Committed to help you reach your investment goals

Services

While developing a customized financial plan, we will walk you through a step-by-step process that will help make you feel comfortable with your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your needs and objectives. We will help you execute a sound financial plan utilizing many of the following services:
  1. Managed Accounts
    While leaving the day to day investment decisions to professionals you can rest easy in retirement. Having a long-term plan for your future means you can enjoy what you love doing most. Isn’t that why you worked so hard in your years leading up to retirement? Don’t worry, we will never leave you out of the decision making and we plan on meeting with you from time to time depending on how often you choose.
  2. Company Retirement Plan
    We have many solutions for your 401(k) and Third Party Administrators. Let us help you find the solution that is right for your company. Don’t leave your Retirement Assets behind when you retire or transfer jobs. Find out how you can transfer your assets without paying any taxes or penalties.
  3. Stocks, Bonds, & ETFs
    Diversify your portfolio with a selection of investments. If we determine this mix is for you or if this may supplement your income for retirement. We can determine this with your investment check-up.
  4. Insurance Needs
    While there are many forms of insurance, we may be able to utilize Annuities or Long-Term Care for Estate protection. As with many insurance vehicles these can be confusing, don’t let any go undecided. Make your appointment today by clicking on the Contact tab.