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Personal Financial Planning

When it comes to personal financial planning, our team at Griffin Financial equips you with the tools necessary to work towards your monetary objectives. When you are preparing for your financial future, you may have numerous goals in mind, including: How much money do I need to have to retire? How do I save for my children’s college? Can I afford to buy a vacation home? Taking into consideration your short- and long-term goals, risk tolerance, and your specific financial goals, the financial planners at Griffin Financial can assist you in determining your goals and will lay out a financial plan that can give you the tools to pursue them. By working with a financial planner to create a personal financial plan, you are one step closer to working towards the financial structure that will help guide you towards your dreams come true.

At Griffin Financial our number one priority with working with clients has been the same for 28 years…to put our clients’ interests first and be their collaborative financial partner for all of the different stages of their lives. For over 28 years, Betty Azmoon has been working with couples and individuals, including divorcees and widows, to create comprehensive financial plans that fit their specific needs.

As your financial advocate, Betty sits down with each of her clients to have an individual consultation so that she can understand your unique goals and circumstances and therefore come up with a financial plan that is tailored specifically for you. The experienced Financial Advisor at Griffin Financial can assist you in setting up the most strategic financial plan for your personal needs.

Areas of Personal Financial Planning include:

  • Budget Creation and Management

  • Cash Flow Analysis

  • College Tuition Savings

  • Corporate Retirement Plan Review

  • Education Planning

  • Employee Stock Compensation Planning

  • Estate and Gift Planning

  • Income Reduction Options – Many of our clients are looking to leave their corporate jobs to have a less stressful life. We work with them to evaluate how long they need to stay in their current jobs and what the minimum income they can earn to stay on track for their goals.

  • Insurance Review

  • Investment Allocation

  • Liability Planning

  • Retirement Distribution Planning

  • Retirement Planning

  • Tax Planning

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