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Our Mission

To serve as a committed fiduciary offering flexible, objective financial advice that meets clients where they are on the path to financial stability.

A full-service firm specializing in planning for pre-retirees, “sandwich” generation and women. As personal financial professionals, we can:

Feel free to browse our site. You'll find a variety of articles and calculators that we hope will answer your questions or stimulate your interest.

Grey Kirwan Financial offers financial management and advice in the following key areas:

At Grey Kirwan Financial, we believe that a plan is a powerful tool. Please call today if you think your plan is out-of-date.

Outlines how estates handle debts of deceased individuals.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Analyzes the Fed's trade-offs between employment and inflation concerns.

Describes how Roth accounts can generate tax-free retirement income.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Determine whether you should consider refinancing your mortgage.

How much do you need to save each year to meet your long-term financial goals?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.