(817) 558-4000
(817) 641-1000
(888) 265-3884

Individual Services

 

 

At AuldridgeGriffin our philosophy and our history of providing personal attention is most evident in the individual services we offer to our clients.

As we work together and come to know more about you, your family, and your business we can be a valuable resource in a variety of situations.  It's important we serve you first, as a trusted advisor, so you can rely on AuldridgeGriffin to have your best interests at heart, giving you experienced guidance for your financial matters. We also work hand-in-hand with attorneys, bankers, investment advisors, and other professionals. Our long-term relationships in the community allow us to provide you with a teamwork approach as we often work with quality professionals that we have known and worked with for decades.

Some of the specific Individual Services we offer you include:

Retirement Planning
We can assist you in choosing the right retirement plan for you and your business as well as refer you to some of the top retirement plan providers in the area. Our knowledge of the tax advantages and income growth possibilities of various retirement plans gives you the tools you need to make a more informed and effective decision.

Estate Planning
Our many years of experience in estate planning can work for you to help you plan an effective and organized wealth transfer plan designed to minimize estate taxes and provide for your loved ones. And our understanding of a variety of options allows us to give you a solid estate plan no matter what your specific situation or need may be.

Litigation Support
We can help you work through your legal problems as we provide the financial assistance you and your attorney may need in instances such as divorce, business/civil suits, etc. As a valuable part of your legal team we will work closely with your attorney to provide you the best possible financial support to increase your chances for a successful outcome.

Banking Relationships
Our history in the community allows us to assist you in finding and working with financial institutions and lenders that can be a resource for you in your business and personal banking needs. We can get you in front of the right people and can provide you with services such as putting together a loan application package that will help you get the approval you need.

Trustee services
It is our honor and privilege to serve some of our clients as trustees to provide oversight of their legacy and ensure their wishes are carried out and their heirs are cared for as they desire. We can provide you with this peace of mind as well. Our ethical practices as well as our personal relationships with many clients well into the third generations give us unique qualifications for such a relationship.

Personal attention                                  It's all about the individual. We hope you will want to experience the personal attention of the individual services you can receive at AuldridgeGriffin.