Our Mission

Whether you want to generate cash flow in retirement, fund your child's college education, buy a home or eventually become a snowbird, your financial plan plays a significant role in fulfilling your dreams. 

At GFA, we will implement a unique plan that will not only focus on short-to-intermediate term goals, but also retirement. By working with us, we establish a written comprehensive financial plan. This serve as a blueprint or course of action to help you reach your financial goals.
 

Our financial plans are not one-size fits all. We begin all plans with a personal appointment or consultation. Here we discuss income, expenses, experience and risk tolerance. Through our in-depth client conversations, we gain a better understanding of client goals. Then we devise a plan on what needs to be done to achieve them. From there, we will implement an investment strategy and choose the specific investments. 

Matching your financial goals with the appropriate investments can be difficult. This is why we do it for our clients. However, it is not a set and forget plan.  In addition to choosing the initial investments, we continuously manage our clients' portfolio. 

Managing our clients' investments not only acts as a roadmap to achieving their goals, but also allows us to revisit the financial plan and communicate any new advice or recommendations. ​

With more than 30 years of experience, we take great pride in the advice we communicate with each and every one of our clients. Griffin Financial Advisors has counseled clients through some of the most rewarding and challenging markets in the past 30 years.  ​

By personalizing an individual's financial plan, and managing their investments, we believe we can reduce the complexity and anxiety of investing. 

Reducing risk, through insurance, can be an important part of any financial plan. Therefore, we provide comprehensive insurance reviews. We work with numerous insurance providers and can provide innovative solutions for your insurance needs. Here are a few of the areas we review:

• Life 
• Health
• Disability 
• Long-Term Care 
• Medicare Supplement 
• Medicare Advantage 

At Griffin Financial Advisors, we understand we cannot be everything to everybody. Certain services must be provided by other professionals. Therefore, we have assembled a team of specialists in their field to assist our clients. These include:

• Estate Planning Attorney for wealth succession plans such as wills and trusts 
• Elder Care Attorney to assist with long-term care issues  
• CPA's and Accountants to address tax issues