The Griffith Financial Group believes successful client relationships begin with attentive listening. Our personalized approach focuses on learning about the things you value most, helping you clarify your highest priority goals, and designing an investment plan to fit your unique needs.
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We understand that life transitions and key life events often come with distinct hopes or potential concerns about the changes you will encounter in the future. These events can include starting a family, buying a home, changing jobs, getting divorced, or caring for an aging parent.
By helping you recognize and anticipate these challenges, and with the use of the Envision® planning tool, our team can help prepare you for what’s ahead and provide you with the financial guidance you need.
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Furthermore, our multigenerational investment planning approach allows us to build relationships with your family to help them understand the challenges of investment planning and properly managing inherited wealth. We strive to give you and your family get the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.