Wealth Advisors

(305) 264-9988
jholian@griffinplanning.com

At Griffin Planning, our role is determined by our clients needs. For our individual clients, our goal is to help preserve and grow their investments, assist them in financial planning and work together to pursue their financial goals. For our business clients, we help free up valuable resources by handling a wide range of services including benefits planning, compensation and succession issues.

We are an independent firm. As such, we are able to provide our clients complete objectivity. We will tailor plans to fit each clients individual needs among the nations leading investment companies.

Following is an overview of some of our services:

Retirement meeting
Estate planning
Tax planning
Portfolio analysis
Asset allocation design

College funding strategies
Investment Advisor
Stock option planning
Asset protection
Wealth Management

For more information on how we can be of service to you, please feel free to call or e-mail us. We look forward to discussing your specific needs and how we can best serve you.