With You Through Every Phase of Life

The Griffith Financial Group of Wells Fargo Advisors understands that different life events and stages often mean a change in priorities and a need for specialized financial guidance. Our experienced team is ready to learn about your needs and connect you to appropriate solutions.

Getting Married

Marriage can usher in many significant investment planning needs, from buying a home to planning for children. It can also require new dialogue as spouses learn how to develop an investment plan that addresses both their priorities.

Starting a Family

On average, it costs over $300,000 to raise a child, according to Brookings Institution analysis of data from the U.S. Agriculture Department. Planning and saving early is often the key. We will help you review options for life insurance coverage and college savings plans.

Source: The Brookings Institution: It's getting more expensive to raise children. And government isn't doing much to help, August 30, 2022

Job Transition

Changing jobs, careers, and life paths requires foresight and careful investment planning. It may involve returning to school or starting a new business. Our team can assist you with investment planning, 401(k) planning, and education funding.

Caring for an Aging Parent

If you find yourself responsible for the care of one or both of your elderly parents, it is important to understand your options.

  • Financial plan for living expenses
  • Overseeing parents’ assets
  • Exploring strategic investment opportunities to help generate additional income
  • Managing retirement savings

Grandparenthood

Today’s grandparents are often far more engaged in the lives of their grandchildren. Its not uncommon for grandparents to provide some level of financial support for grandchildren, from paying for dance classes to contributing to college funds.

  • Education funding
  • Gifting strategies
  • Estate planning strategies

Starting Social Security Benefits

The decision about when to claim your Social Security benefits can be one of the most complex and important choices you will make leading into retirement. Our team will conduct a Social Security benefit modeling and benefit analysis to help you maximize your lifetime benefits.