Our Ideal Clients

Most of our clients...

  • Have a deep love of family
  • Are affluent individuals with investible dollars
  • Are in retirement or near it and ready to start having a conversation about it

If you’re looking toward retirement, Griner-Isom Financial Strategies will work with you to make sure you follow your financial blueprint. Our clients often have several buckets of money with varying levels of risks and tax benefits from which to fund a retirement. They look to us for help in designing and building distribution plans that are tax efficient and manage risk. If you think you might be a good fit for our client family, we'd love to hear from you.