Phil Griggs 

CONNECT

Address:

14596 Poe Ct
Addison, TX 75001-7977

Phone:

(214)680-6633

Fax/Other:

(214)272-7901

Services

While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:

  • Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
  • Estate planning - for preservation of wealth from generation to generation
  • Mutual funds - for professional management
  • Estate & Wealth Preservation Planning