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.
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
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85% say most people need life insurance, yet only 62% have coverage.
Source: LIMRA and Life Foundation 2013 Insurance Barometer Study
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Working with a financial advisor can add around 3% of value to net portfolio returns each year.