Financial Planning
You want to build your wealth so that you can pursue your goals and live life confidently as soon as possible. You also want to continue growing your portfolio whenever and however you can because a better financial picture means more financial success. However, knowing how to begin, plan for, and successfully accomplish what you want to accomplish can be difficult to work towards on your own.
That’s why Griggers Wealth Management provides financial planning services to anyone who is looking for guidance, direction, and advice for growing their portfolio or pursuing their financial goals.
Whether you want to reevaluate and reshape your entire financial picture or you want to learn more about specific topics or areas of finance to improve your decision-making, our team will work with you to identify your needs, your goals, and the steps we can take to get there.
No two clients are the same, and your circumstances, financial picture, and goals are unique to you. Let us provide you with customized, highly individualized financial planning services to get you to where you want to be. We utilize advanced, sophisticated financial software solutions like RightCapital and Holistiplan to help you start on and stay on the right track throughout your planning journey.
Ready to Begin Planning for Your Financial Future? Talk to
Griggers Wealth Management Today:
478-225-6750
Get the Most Out of Planning for What’s Next
Regardless of what you need or what you are interested in receiving, we can deliver the customized services you’re looking for.
Our Offerings
Budgeting Services
Create and stick to a budget that will help you save money and enhance your portfolio. Our budgeting service will allow us to evaluate your current cash flow, identify areas for improvement, and establish strategies to keep your spending under budget.
- Household Cash Flow Deliverable
- Income Analysis
- Expense Analysis
- Spending Strategies
Education Savings Analysis
Education can be expensive. If you want to set your children up for success through their schooling, you need to make a plan to pay for it. Our education savings services will evaluate your options and create strategies to build your education-related funds.
- Cost of Education Deliverable
- Public School Analysis
- Private School Analysis
- Funding Strategies
Net Worth Evaluation
You may have an idea of your net worth, but do you really know what it is on a daily, monthly, quarterly, or annual basis? We can provide up-to-date analyses of your income and debts to give you a complete picture of your net worth and ways you can increase that number.
- Household Net Worth Deliverable
- Assets Analysis
- Debt Analysis
Miscellaneous
Sometimes, what you need or want falls outside of a specific category or service type. And that’s okay! The advisors at Griggers Wealth Management offer guidance and planning services for all things financial, no matter what. If you have any planning need that falls out of the scope of our other offerings, let us help.
- Federal Employee Benefits Report
- Financial Education Seminars
- Small Business Employer Plans
Retirement Needs Analysis
Planning for retirement can’t start soon enough. You want to be sure you’ve built enough to live comfortably or to your standards once you’re no longer working. Our analysis will show you where and how you can begin saving in the most strategic, efficient, and wealth-growing ways.
- Retirement Cash Flow Deliverable
- Pension Analysis
- Social Security Strategies
- Retirement Account Analysis
- Income Generation Strategies
- Tax-Advantaged Income Strategies
Insurance Needs Analysis
Protection from life’s what-ifs and the unexpected is crucial. But paying the premiums for the various coverage and policies you need can be a lot. Our insurance planning helps identify needs and the available solutions that match your budget and your goals.
- Insurance Coverage Deliverable
- Life and Health Analysis
- Property and Casualty Analysis
- Umbrella Analysis
- Long-Term Care Needs Analysis
Estate Planning or Analysis
When it comes to your estate, planning for the next steps can be tricky to work through and accomplish on your own. We can evaluate what you have, the value of what you have, and offer sound guidance as you determine how to handle your estate now and in the future.
- Estate Flow Deliverable
- Beneficiaries Analysis
- Trust Analysis
- Tax-Advantage Strategies
Financial Planning Packages
Your financial planning needs are unique. Shouldn’t the service you receive be just as unique and customized to you? At GWM, we offer a range of financial planning packages that satisfy all of our clients’ planning needs, regardless of how similar or different they can be.
Why Choose GWM for Your Financial Planning?
The advisors at Griggers Wealth Management take a holistic approach to your finances. Our primary goal is to take care of the person and help them make the best financial decisions possible. To us, our clients are family, and we treat their finances with that in mind. We believe you will not find a financial group or company that is more committed to helping you make the best financial decisions or plan in the most strategic and effective ways.
We also believe you will benefit from our wealth of knowledge. Our team members have backgrounds in multiple areas of finance, which allows us to answer a multitude of questions. If we don’t know the answer to your question, we will be happy to refer you to someone who does. The most important thing to us is to help you completely.
