Helping You Chart a Course to the Lifestyle of Your Dreams
"My style of mapping out your dream retirement is to analyze your needs, provide a comprehensive financial plan with strong recommendations, and then to build and maintain a strong relationship through excellent customer service."
- BILL GRIGAT
If you find yourself navigating towards a new direction when charting your retirement, Bill Grigat can certainly understand your reasons. A New Jersey native who moved to Florida in 1978, Bill finds the warmer climate and abundance of active lifestyle choices more to his liking, as well.
The Grigats place an emphasis on family and look forward to the moments they can share.
CLIENTS ARE "EXTENDED FAMILY" IN BILL’S BOOK
Bill and his wife live in Ormond Beach because they enjoy all the activities and community organizations to which they lend their time and efforts. Bill has always been particularly fond of golf, and in Florida he can play year-round. He likes to unwind on the links with his clients, accomplishing two things: a chance to surpass his personal best on the course-just as he does in the office every day and the opportunity to get to know his clients better. Establishing one-on-one relationships is important to Bill, and he views those who entrust him with their retirement planning as part of his "extended family."
MAPPING A PATH THAT STAYS ON COURSE
As a dedicated father, son, and husband, the importance of family does not escape Bill. That’s why he works just as hard to help navigate you and develop a strategy so you can face your retirement with confidence. In his financial planning career, Bill sees himself as a financial architect, setting his sights on your financial goals and mapping out a plan designed to allow you the opportunity to live your retirement dreams with less worry. After all, you’ve worked hard your entire life and have certainly earned the right to relax with less worry in your golden years.
PLAN WELL, INVEST WELL, LIVE WELL
As owner and president of Anchor Certified Planners Group, Inc., Bill Grigat is on a mission. To put over three decades of financial planning and investment experience to work, mapping out strategies so you can enjoy your retirement without worry. If you’re retiring in Florida, contact The Man with the Plan for Retiring Floridians to discuss a customized strategy to help navigate through today’s financial challenges and chart a course to your retirement destination.