/
    • A FEW WORDS ABOUT US

      We here at Grigg Financial Solutions 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.

      Read More

      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

      Read More

    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

      Read More

    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

      Read More

      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.

      Read More

    • WEEKLY ARTICLE

    • IRA BLOG

    • What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new version of their favorite technology enters the market, a different clothing trend is seen everywhere, or a new toy makes the [...]

      Read more

      Fixed Indexed Annuities FAQ

      November 28, 2018

      Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says you will pay for the annuity in either a single lump sum or multiple payments over time. In return, the insurance company [...]

      Read more

      Coming to you from the Indexed Annuity Leadership Council (IALC) is a new recipe to add to your Thanksgiving menu. We all have our Thanksgiving favorites, from turkey to stuffing, to sweet potatoes, pumpkin pie, and more. But as you sit around your table reflecting on all you have to be thankful for, we encourage you to also think about your recipe for a happy retirement. Retirement brings [...]

      Read more

      1 of page 35

    • 2016 Year in Review for Retirement Accounts

      As 2016 draws to a close, and we get ready to ring in the new year, it’s a great time to look back. Here is a roundup of six of the big stories in the world of retirement accounts for 2016. 1.Qualified Charitable Distributions Become Permanent Qualified charitable distributions (QCDs) made headlines when Congress brought them back from the dead in late 2015. A QCD allows an IRA owner or [...]

      Read more

      The Continued Battles with Inherited IRAs, PSPs, and Rollovers

      This week’s Slott Report Mailbag looks into Inherited IRAs, Defined Contribution Profit Sharing Plans, and Roth 401K rollovers. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a somewhat complex situation.  Cliff notes below: A 401k participant is 28 years old. He dies inSeptember [...]

      Read more

      Your 2016 H-O-L-I-D-A-Y Season Action Plan

      H – Have your financial institutions send you a copy of the beneficiary information they have on file for you. On more than a few occasions, we’ve seen financial institutions lose copies of beneficiary forms (or in some really egregious cases, destroy them). Asking for this information annually helps ensure that there are no surprises when you’re no longer here. The beneficiary form is the [...]

      Read more

      93 of page 93