Family Wealth Planning, Executive Benefits and Pension Planning from a Proven Leader in Financial Guidance!

Helping People make Smart Decisions about Money is our Tradition since 1994.

We serve some of the most successful people in the Bay Area on both a personal and business level. Since 1994, we have designed solutions tailored to their needs and wishes allowing them to keep more of what they earn The Griessel Tiffany Group serves San Francisco Bay Area Entrepreneurs, Businesses, Professionals, Families and Individuals.

We help our clients plan for today and tomorrow - while collaborating with existing professional advisors to integrate income tax, estate tax, business succession planning and investment planning strategies.

The Griessel Tiffany Group offers Family Wealth Planning; Executive Benefits; Private Reserve Bank; Pension Planning; IRA/401(k)/TSA/403(b) Distribution Options; Tax Reduction and Asset Protection Strategies; and Families with Special Needs services using the following life insurance and annuity companies:

  • American General
  • Columbus Life Insurance Company
  • EquiTrust Life Insurance and Annuity Company
  • Guardian Life Insurance Company
  • John Hancock Life Insurance Company (U.S.A.)
  • Lincoln National Life
  • New York Life Insurance Company
  • Ohio National Life Insurance Company
  • Pacific Life Insurance Company
  • Principal Life Insurance Company
  • Standard Life Insurance Company
  • The Penn Mutual Life Insurance Company 

Plan as if you are going to live forever and live as if you are going to die today!