Wealth Management Programs
At Griggers Wealth Management, we take a holistic approach to wealth and financial management. There is no “one size fits all” method or strategy that can be applied to everyone. We put a great deal of consideration into getting to know you and learning exactly what your financial goals and dreams are. Once we understand these, we can help you develop a plan that works for you. Our team has multiple tools we utilize to ensure that we give our clients the best advice available.
With this risk-analysis software, we are able to determine the amount of risk you’re willing to take, the amount you need to take to achieve your specific financial goals, as well as the amount you currently have in your portfolio. With your risk number determined, we can set expectations for what is normal for your portfolio. This program allows us to create a realistic portfolio that matches your financial goals and helps you reach them.
MoneyGuidePro® is a key financial planning tool that we utilize to analyze your financial situation and strategize for your financial future. Through this program, you’ll be asked questions covering critical topics such as survivor needs, debt, life insurance, and more. By answering these questions, we can develop an accurate and realistic assessment of your finances and what needs to be done to reach your financial goals.