Griffis Wealth Management employs a team of financial professionals with experience in retirement income distribution planning, risk management, and wealth transfer/estate planning.  We are a family of certified, competent, service-oriented and experienced professionals dedicated to helping you reach your personal and financial goals with a full range of top-rated products and solutions designed to meet your specific financial planning needs.

 

 

 

We are fully committed to:

  • Listening to our clients!
  • Helping clients understand their options
  • Helping clients achieve their financial goals through careful, thoughtful and prudent planning
  • Providing highly-personalized service
  • Creating and Preserving Wealth
  • Expanding our expertise through continuing education

Advice is based solely on client’s specific situations and goals. Advice may not be limited to investments alone but may include all aspects of a client's financial situation.

To learn more about how we can help you reach your personal and financial goals through our exemplary advice and products, contact us via our Contact Us page. We look forward to hearing from you!

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

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  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

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  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

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May 23, 2012 @ 12:49 AM

Dow Jones Industrials 12,502.81- 1.67
Nasdaq Composite 2,839.08- 8.13
S&P 500 1,316.63+ 0.64
NYSE Composite 7,542.58- 0.40
AMEX Composite 2,223.35- 16.74
10 Year Treasury Note 1.79+ 0.06

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