COMPREHENSIVE FINANCIAL PLANNING

Investment Management. Retirement Planning. Legacy Solutions.

Since 1979

Kermit and Lauren

The Griner-Isom Difference


Most people have spent a significant amount of time thinking about their financial futures. Perhaps these people have engaged the help of an adviser to assist in planning for their retirement or legacy, but for some reason a formalized plan has never come to fruition. We, at Griner-Isom Financial Strategies, will help you identify and understand what you want to accomplish, both from a business and personal perspective, and give you the blueprint necessary to take action!

The benefit of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program we provide is a financial blueprint of a more secure future.

Fast Facts


Households that use financial advisors are three times as likely as non-advised households to have $250,000 or more in retirement savings... and are more than twice as likely to have $100,000 or more.
Source: LIMRA Secure Retirement Institute 2014 Consumer Survey

85% say most people need life insurance, yet only 62% have coverage.
Source: LIMRA and Life Foundation 2013 Insurance Barometer Study

Working with a financial advisor can add around 3% of value to net portfolio returns each year.
Source: After an Owner Departs. Investment News Approaches for Ensuring Firm Continuity and Client Well-Being After and Owner Depart. Investment News

The retirement risk that most concerns both retirees and pre-retirees is having enough savings and assets to outlast inflation during their lifetime.
Source: 2015 Insurance Barometer Study by Life Happens and LIMRA

A minimum of 70% of people over 65 will need long-term care services
Source: 2015 Medicare & You. Centers for Medicare & Medicaid Services