Why Do We Do This?
When investing in your future there is one single decision that’s essential- who you work with.
We are passionate about being your advisor, a fiduciary, and treating you with the respect you deserve. Our focus is to provide the very best advice, service and products in the industry. Not just because we are legally obligated to, but because you deserve it.
We believe in the Golden Rule!
Our Mission
We want to be the firm that answers this question “Who Can You Trust to Help with your Money?”
Many people struggle with how to qualify a financial advisor. For example, likeability is important, however, it doesn’t qualify an advisor. We believe you want to work with a firm that is experienced, knowledgeable and independent. We believe you want to work with a firm that works for you, in your best interest.
This is how we build trust with you. And, we think we’re pretty likable too.
Our Process
Breathe and Relax. We start with an initial meeting designed to get to know you, your goals, and your values. We also know you’re getting to know us and are deciding if you want to work with us. Clients make the choice to work with us. We only try to demonstrate how you may benefit from working with Grigg Financial.
We develop living plans for most clients. We use your goals and resources and evaluate them under conservative assumptions to answer this: “Do I have the resources to do this?” For many, this is about retirement, however, it can also be about other specific or general wealth management goals.
We customize investment management programs for our clients. There are no cookie cutter solutions. Our approaches are based on you.
We revisit, revise and refine plans and do it all over again and again, year after year.
We believe meeting with your financial professional should be positive and exciting.
Being a Fiduciary
We are fiduciaries. Many financial professionals are not. A fiduciary is required to work in the best interest of the client. This involves a significant effort in looking at all the options, comparing and contrasting, and advising a best course of action. We are not investment product sales people. We do not make commissions on investment advice.
Our business does better when you do better.
We often encounter people looking for an advisor for the first time, perhaps after 20, 30 or more years of accumulating savings in a 401k or 403b. Realizing they want help with making their money last as long as they do, they seek out an advisor. We ask this: “With your life savings, if you have a choice between an financial representative who is paid commissions or an advisor who is paid for advice, who do you want?” We believe the answer is obvious.
