Griggers Wealth Management

Company:	Griggers Wealth Management
Contact:	William Griggers, James Griggers
Address:	314 Corder Road
City:	Warner Robins
State:	GA
Zip:	31088
Phone:	478-225-6750
Fax:	478-225-6740
Email:	griggerswealth@lpl.com
Website:	www.griggerswealth.com

About My Practice

The team at Griggers Wealth Management works with federal employees to help you understand your retirement benefits, guide you through the retirement process, and assist you in setting and pursuing your retirement goals.

GWM is a full service wealth planning and investment firm—emphasizing long-term portfolio management, tax-efficient strategies, and estate planning for our clients. We achieve this by building relationships with our clients through meeting and learning about their entire life, utilizing all of their spoken and unspoken goals to build them a custom recommendation to meet their specific needs. GWM is focused in the middle Georgia area, but open to working with potential clients in other states. To see a list of states the representatives at GWM are registered with, please visit our website http://www.griggerswealth.com/

Securities and advisory services offered through LPL Financial. Member FINRA/SIPC. Griggers Wealth Management and LPL Financial are not affiliated.

Federal Retirement Workshops

For Federal Retirement workshop locations & Dates, visit: www.FedImpact.com/GWM

Offering Advice Since

1983

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations:

William Griggers CLU ChFC
James Griggers CPFA® CRC®

Insurance Licenses:

William Griggers: Accident & Health, Life, Variable
James Griggers: Accident & Health, Life, Variable

Security Licenses:

William Griggers: 6, 7, 24, 63
James Griggers: 7, 66

Investment Advisor Registration: Georgia

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Commissions and/or loads for investment products purchased

My Broker / Dealer Affiliation

LPL Financial

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