What We Do
William A. Griggs, ChFC, CLU
James W. Griggs
John R. Griggs
Credit Card Debt
Cost of Retirement
Impact of Inflation
Retirement Plan Early Distribution
Retirement Portfolio Lifespan
Federal Income Tax
Roth IRA Conversion
Cash Flow Analysis
Long-Term Care Self Insurance
Financial Management Insight: Strategies to Help Build Your Future
Understanding Social Security and Medicare: America’s Retirement Safety Net
Higher Education: College Saving and Funding Strategies
Investing Basics: Embark on Your Wealth-Building Journey
Time to Get Tax-Savvy: Managing Your Tax Burden
Envisioning Your Retirement: How to Prepare Today for a More Fulfilling Tomorrow
Wealth Preservation: Planning to Leave a Legacy
Financial Protection: Using Insurance to Help Manage Life’s Risks
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Build and Preserve My Estate?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
What Is the Best Form of Property Ownership for Me?
What Is the History of the Federal Estate Tax?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Are My Retirement Plan Distribution Options?
How Should I Manage My Retirement Plan?
Save Now or Save Later?
What Is Tax Deferral?
How Can I Keep More of My Mutual Fund Profits?
What Is the Tax History of the United States?
What Is Diversification?
What Types of Bonds Are Available?
What Is a Bond?
What Is a Stock Index?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Are the Different Classes of Assets?
What Is Asset Allocation?
How Can I Save for My Child’s College Education?
What College Investment Options Do I Have?
What Stock and Bond Investing Alternatives Do I Have?
What Is Dollar-Cost Averaging?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
How Do Money Market Mutual Funds Work?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
How Can I Maximize My Insurance Benefits?
Do I Need Disability Income Insurance?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
How Likely Am I to Need Long-Term Care?
Do You Know Who Your Beneficiaries Are?
401K Information Request
First & Last Name
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