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Our goal at Griffin Advisory Services, LLC is to help our clients recognize their financial goals by offering creative strategies through an open and transparent process utilizing both financial and insurance* strategies to achieve financial independence.

In retirement, you  have the free time to pursue your dreams, contribute, and enjoy life. But do you have the corresponding financial freedom to do so?

We want to help you plan your retirement so you realize that level of freedom and opportunity. We can provide you with options to help maximize your retirement savings and lifestyle.

In these uncertain times, you need a candid, educated and independent advisor with the skills to help you achieve and maximize your goals.

We will offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at this stage of your life.

Our approach is straightforward: we focus on becoming your partner in building the future you desire. As we work together, you will receive a thorough explanation of the investment strategies that are recommended, so that you'll be comfortable with all aspects of your investment portfolio. Every decision made will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, personal, and efficient service.

Those of us who would benefit the most from planning our financial futures usually have the least amount of time to do it. That is where Griffin Advisory Services comes in. Contact us today to start "Building Financial Freedom" ...for you, for your family, and for your business!

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So now it’s time to retire. You have grown your nest egg to a sizable amount and it is time to start using it.

But entering into retirement requires a paradigm shift in thinking and a new set of financial tools to generate that retirement you have always dreamed about.

The products and strategies used in the past for growth generally do not provide any protection of principal or guaranteed income for supplementing your lost wages.

Your Qualified Plans (IRA’s, 401(k)’s and 403(b)’s) are now available for use, but have an overwhelming set of rules and regulations, that if violated, cab trigger a level of taxation that can devastate your account.

With 18 years of experience, my focus and expertise is to guide my clients into this new phase of life. As an Investment Advisor Representative, Ed Slott Master Elite IRA Advisor, and Registered Financial Consultant, I will share this knowledge and training with you.

We can personally develop a plan to:

  • Provide protection of principal
  • Maximize growth in a safe environment in and out of the market
  • Generate guaranteed* income streams
  • Help minimize taxes**
  • Provide Retirment Strategy Planning for your Qualified Accounts
  • Develop strategies to generate “Tax-Free”** income
  • Create legacies for your beneficiaries

Some people call it sleep insurance; some call it peace of mind.

Our belief is that you have worked too hard to get to this point in life. It is time to relax, enjoy and relish the retirement years. You do deserve it!

If this sounds good to you, then it is time to call and schedule an appointment. We will guide you through the process and develop a program just for you.

 

*Annuities are designed to be long-term investments. Early withdrawals may impact annuity cash values and death benefits. Taxes are payable upon withdrawal of funds. An additional 10% IRS penalty may apply to withdrawals prior to age 59 ½. Annuities are not guaranteed by FDIC or any other governmental agency. Guarantees are based on the claims paying ability of the issuing insurance company. Fixed Indexed Annuities are insurance products and not considered a security or investment. Some restrictions may apply. Call for specific details and availability.

** Griffin Advisory Services, LLCC, Greg Griffin and Gradient Advisors, LLC do not provide tax and/or legal advice, but will work with your attorney or independent tax or legal advisor.  In the event that you do not have your own attorney or tax professional we will partner with local CPA firms to provide tax services.

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