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At Griffith & Werner, we create a customized plan based on your own values and beliefs about money that will reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

The 2023 Tax Planning Guide

We believe it’s important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax “bucket” to help minimize your overall tax burden in retirement.

While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.

Our Firm

At our firm, your portfolio is managed by our in-house team with years of financial experience. We give each and every client the time and attention they deserve.

Our Testimonials

“Very professional and friendly. Always respectful of my questions. Plain and simply put partnering with Griffith & Werner was the best financial decision I’ve ever made.”

Steve

Our Process

We follow a five-step process to create your financial plan. We intimately understand your short and long-term goals and take an active approach in helping you pursue them.

YOU’RE NOT JUST A NUMBER, YOU’RE FAMILY

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