Grigg Financial, LLC

06/17/2025

Do you want to secure your future and retire with confidence? With our wealth and retirement planning services, you’ll receive personalized strategies to grow your wealth and achieve financial security.

Start planning for the retirement you deserve. Give us a call today!

06/12/2025

Annuities hit a record $432.4 billion in sales in 2024! While they may not be quite as popular in 2025, they’re still a strong option for those looking to build a diversified portfolio.

Swipe to explore the benefits and drawbacks of annuities. Interested in exploring the different types of annuities and whether one aligns with your retirement goals? Reach out — we’d be happy to discuss.

06/10/2025

Ever wondered how the stock market works? Whether you're new to investing or just want a clearer understanding, swipe for a breakdown of the basics.

Ready to take the next step in your investment journey? Contact our team today.

05/28/2025

As an employer, selecting the right 401(k) investment strategy for your workforce is a critical decision. For simplicity, many plans default to target date funds (TDFs), but custom planning offers more flexibility and personalization. Swipe through for more on how they compare.

Is your 401(k) plan designed to maximize retirement outcomes? Contact our team to explore the best strategy for your employees.

05/26/2025

This Memorial Day, we pause to honor the brave men and women who made the ultimate sacrifice to protect our freedom. Their courage and service will never be forgotten.

Please note that our offices will be closed Monday in observance of the holiday.

Wishing you a meaningful Memorial Day.

05/22/2025

Building generational wealth is about more than assets — it’s about creating a foundation of financial security and opportunity for your family’s future. Swipe through to discover six steps to get started.

It’s never too early or too late to build a legacy. Contact our team today to create a personalized plan for your family’s financial future.

05/08/2025

Many employees may not realize they have opportunities to enroll in a 401(k) plan outside of open enrollment. By highlighting these options, you can help your team make informed decisions about their financial future.

✅ New hires - Many plans allow enrollment once eligibility requirements are met.
✅ Life changes - Events like marriage, divorce, or having a child may open a new enrollment window.
✅ Plan-specific windows - Some plans offer rolling or quarterly enrollment periods.
✅ Automatic enrollment - Employees may be enrolled automatically unless they opt out.
✅ Special promotions - Employers may offer additional opportunities to encourage participation.

Clear communication about these options can boost participation and help employees feel more confident in their retirement planning. Need assistance sharing this information or exploring your plan options? Our team is here to help! Reach out anytime.

05/06/2025

This May, we’re proud to celebrate National Small Business Month and recognize the immense impact small businesses have on our economy and communities. Swipe through for more information.

If you're a small business owner looking for financial guidance, we’re here to support you. Contact our team today!

04/30/2025

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — it can also serve as a financial tool throughout your life, offering support when times get tough. Let’s help you prepare today so you can face tomorrow with peace of mind.

Contact our team to learn more about your options and start planning ahead!

04/28/2025

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

Trusted retirement and investment planning in Baltimore. Grigg Financial offers independent, personalized strategies to protect and grow your wealth.

04/23/2025

When was the last time you looked at the content of your portfolio? Steps to consider here.

Trusted retirement and investment planning in Baltimore. Grigg Financial offers independent, personalized strategies to protect and grow your wealth.