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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.
    • 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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    • GRIFFIS WEALTH MANAGEMENT BLOG

    • 7 Instances When You Will Want Life Insurance for Retirement

      7 Instances When You Will Want Life Insurance for Retirement A frequent question among those nearing and in retirement is: Do I need life insurance for retirement? The answer, like most financial planning related questions, is that it depends.  When you are working, the purpose of life insurance is to replace your income or pay off large debts in order to help provide for your loved ones or even business obligations in the event that you die. When you retire, you and any dependents are usually living off a fixed set of assets, so life insurance may not be needed — you already have [...]

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      Three key decisions to make before you retire

      Three key decisions to make before you retire When to take Social Security, how to pay for health care, and how to generate income. Key takeaways: ✔ The longer you can delay collecting Social Security, the higher your benefit. ✔ Plan for health care costs and figure out how you will pay for them. ✔ Match essential expenses like food, housing, and health care with guaranteed income. As retirement nears, you will have three big decisions to make: when to take Social Security, how you will pay for health care, and how will you generate cash flow. The three are [...]

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