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FINANCIAL PLANNING

Planning for your future is an ongoing and dynamic process.  Our primary goal is to help you plan for both current and future aspects of your financial life, while being prepared for any unexpected events.

 At Griggs Wealth Management, we will help you do the following:


  • Set Goals and understand the complete facts of your situation
  • Identify Opportunities and Challenges
  • Develop a Plan
  • Implement the plan and follow up routinely


Over the years we have developed efficient tools to help simplify the overall process.