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Griessel Tiffany Financial Group

PROUDLY BUILDING, PROTECTING, AND PRESERVING CAPITAL FOR THE SAN FRANCISCO BAY AREA SINCE 1998

HOW MUCH IS A GOOD IDEA WORTH?

The Griessel Tiffany Financial Group is a boutique financial planning firm serving the people of the San Francisco Bay Area since 1998 in Asset Accumulation, Retirement Income Planning, and Wealth Preservation. We serve our clients in handling all aspects of 401k , IRA, and SEP roll-overs. With our personalized attention to each client, it is a pleasure for us to offer a wide range of policies, concepts, and plans tailor-made to meet your personal requirements.

We Are a Proud Member of:

Our Services

  • ​Retirement Income
  • Financial Protection
  • Wealth Transfer​​
  • Safe Money Solutions
  • Life Insurance​
  • Fixed Annuities

We have over 40 years experience and hundreds of clients in the following services

Financial Protection

Everyone should proactively protect their beneficiaries and their retirement funds from the high cost of end-of-life healthcare needs.  Also, it is wise to provide protection from the burden of high end-of-life taxation.  We can share with you a wide range of insurance products that provide solutions to help shield your retirement funds from both of these issues.

Retirement ​Income

Are you ready to protect your money by avoiding market risk? If so, we will show you options which guarantee you reasonable returns while protecting your valuable retirement funds. Our solutions are considered "safe" because they offer guaranteed returns on your money with no risk of losing principal.

PERSONAL PENSION PLAN

Many pre-retirees and retirees are concerned their 401(k), IRA, Social Security and Savings will not provide income to last throughout their entire retirement years.  The Personal Pension Plan "fills the income gap for life."

WEALTH TRANSFER PLANNING

Proper Wealth Transfer is a financial concept that helps you preserve your nest egg and distribute it to your beneficiaries in the most tax-efficient manner possible. This helps your heirs avoid the dreaded "Tax Time-Bomb."

Resources

CONSUMER'S GUIDE:
​How to Generate Lifetime Income with Fixed Annuities