Where do you want to be? What are your financial goals? What do you have to do to reach these goals? These are questions we will help you answer when you come to Griggers Wealth Management for Wealth Planning. Through our MoneyGuidePro software, we can:

1. Identify exactly where you are on your wealth-building path.
2. Determine what you need to do differently or change.
3. Figure out what you have to do to get where you want to be.

Together with this helpful software, we will conduct an in-depth discovery process that allows us to really get to know you, your needs, and your wants. This process is not just for our benefit – it will allow you to discover and define what is important to you and what your dreams are in relation to wealth building. We will also determine what level of risk you can handle and are willing to take. Investments can be a useful tool for reaching your financial goals.

Everyone wants to make a lot of money and build up a great deal of wealth. However, few people take a realistic approach to this desire by quantifying exactly what they want or need and then taking the proper steps to reach it. We’ll help you analyze your financial future and craft a realistic path which strives to maximize your money and help you pursue your financial goals in the most efficient way.

Why Choose GWM for Your Wealth Planning?

Here at Griggers Wealth Management, we 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.

We also believe you will benefit from our wealth of knowledge. The team members at Griggers Wealth Management 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.