Brian can help you tackle the tough questions or issues you are facing.

 

Investment Management

  • How should my money be invested?
  • How much risk can I take?
  • What returns do I need to reach my goals?
  • Is active management worth it?
  • How much money should I have in the stock market?

Retirement Planning

  • How much money do I need to retire?
  • Am I on pace to retire when I want to?
  • How long will my retirement funds last?  Will I run out of money?
  • How do I decide when to take social security benefits?
  • Should I be using a Roth IRA or Regular IRA?
  • How should I be investing my IRA and 401k?
  • What do I do with my 401k when I retire?

Estate Planning

  • What is the best way to pass the wealth I have built to my spouse and family?
  • I did some estate planning a long time ago.  Now that laws have changed does it make sense to redo what I have already set in place?
  • What are the different ways I can avoid paying estate taxes?

Financial Planning

  • How do I plan for paying for college for my children?
  • What is the best way to minimize taxes on my investments?
  • If something bad happens to me tomorrow, will my family be okay?
  • I just received a large sum of money.  What do I do with it?
  • What is the best retirement plan for my small business?

 

 

 

 

 

Disclosures

Brian Griffin, NMLS # 1900966 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.