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Financial

Advisory

A meeting to learn about your goals, your financial position and your plans for the future. 

A meeting to review your financial summary, investment plan and our recommendations. 

A meeting to compete paperwork necessary to transfer assets and start financial advisory.

Investment Management

+ Advanced Planning

+ Personal CFO

= Your Best Outcome

Contact us to schedule a discovery meeting.
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© 2018 by Griffiths, Dreher & Evans, PS, CPAs.  Griffiths, Dreher & Evans, PS, CPAs is a registered investment adviser in the State of Washington, Texas and Idaho. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.