703.371.5110

Providing you with the best

FINANCIAL services

to meet your goals

Financial Planning
At Griffin Financial Services, my first step is to look at the big picture and see where you’re on track and where you might make some changes. Is your retirement savings on track based on your age and desired retirement date? Is your college savings on track? Do you have enough life insurance? Do you have a will, advance medical directive (living will), and durable power of attorney? There are no fees for my financial planning services.
Investment Advice
Griffin Financial Services is a Registered Investment Advisor (RIA). RIAs are legally required to act in a fiduciary capacity for their clients by putting their clients’ best interests ahead of their own in all circumstances. As a tax preparer I also understand how to avoid costly investment mistakes from a tax perspective. As your investment advisor, you’ll have my personal cell phone number, unlike larger brokerages.
Tax Preparation
The owner of Griffin Financial Services, Jim Griffin, has more than a decade of tax preparation experience, including trusts and estates, as well as tax planning and tax consultation services. My particular emphasis is on tax-advantaged investing, i.e. taking advantage of the myriad advantages built into the tax code while at the same time avoiding any investment-related pitfalls.
Estate Planning
Jim Griffin, owner of Griffin Financial Services, has been an attorney since 1997 and understands that estate planning is not just for the wealthy. I can assist with estate planning that protects your loved ones in a tax-advantaged way. For more complicated estate plans involving revocable trusts, as well as for specialized vehicles like special needs trusts or asset protection trusts, I can refer you to trusted partner firms.

About Jim Griffin

Jim is an Investment Advisor Representative (IAR) for Griffin Financial Services, a Registered Investment advisor. He's also a financial planner, attorney, IRS registered tax preparer, licensed insurance agent and notary public. His specialty is investing in a tax-advantaged way and providing holistic financial services that integrate investing, financial planning, taxes, insurance and estate planning. You can view his Investment Adviser Firm Summary and download various firm documents here.
VIEW
  • The plans of the diligent lead to profit as surely as haste leads to poverty.
    PROVERBS 21:5