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    • A FEW WORDS ABOUT US

      We here at Griffis Wealth Management specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
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      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY ARTICLE

    • IRA BLOG

    • Celebrate America’s Workforce by Helping Them Take an Active Role in Their Retirement

      September 12, 2018

      This week was a full celebration of America’s workforce! Labor Day kicked off the festivities on Monday, September 3, recognizing the social and economic accomplishments of American workers. At the same time, National Payroll Week(NPW), September 3 – 7, celebrated America’s employees and the payroll professionals who pay them. To top off the festivities, NPW’s Money Matters National [...]

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      3 Simple Ways to Save for Retirement

      September 6, 2018

      Summer is here, and the future is brighter than ever. If you are busy planning, saving and budgeting for a summer vacation, use these tips to make the most out of your summer and get your retirement savings on track. 1. Spend less and save more. With this warmer weather, nothing sounds better than going out to dinner with your family or significant other after a long and stressful week at work. [...]

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      For Retirement Savers

      August 30, 2018

      As a retirement saver, we know the tax reform debate of 2017 reawakened the need for you to examine and evaluate your retirement savings plans and educate yourself on all available options for planning. Our educational videos on retirement planning and fixed indexed annuities (FIAs) is great place to start. Examining Your Retirement Preparedness Plans We suggest examining your retirement [...]

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    • ARE CHANGES COMING TO THE IRA RULES?

      September 17, 2018

      By Sarah Brenner, JD IRA Analyst After last year’s passage of the Tax Cuts and Jobs Act, which overhauled the tax code, you might think Congress would be done with tax legislation for a while. That is not the case. While Republican efforts to unleash as second round of tax reform are likely to hit Democratic resistance and are not widely seen as likely to succeed this year, proposed [...]

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      ROTH IRAS AND IRA CONTRIBUTIONS: TODAY'S SLOTT REPORT MAILBAG

      September 13, 2018

      By Sarah Brenner, JD IRA Analyst Question: Good Morning, I have a question in regards to Roth 401k vs Roth IRA. Can you roll over your Roth 401k to a Roth IRA to avoid the RMD that must be taken when the individual reaches 70 1/2 with a Roth 401k? Thank you. Carol Answer: Hi Carol, You are right that that the required minimum distribution (RMD) requirements are an [...]

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      ROTH IRAS AND THE 5-YEAR RULES

      September 12, 2018

      By Jeremy T. Rodriguez, JD IRA Analyst We constantly see questions regarding the distribution rules for Roth IRAs. Personally, I’ve always thought that the failure to understand these rules prevents many from truly appreciating the benefits of these accounts. Traditional IRAs are easy. Unless we are talking about nondeductible contributions, the money is deductible when contributed and taxable[...]

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