INVESTMENT PLANNING SOLUTIONS

investment-planning-solutions-logo

About Pat Griggs: Pat is the newest addition to Investment Planning Solutions, having joined the founder, Bob Delavan, in July of 2013 and working alongside Bob until his retirement in August of 2016. Although new to Investment Planning Solutions, he isn't new to either the industry or the Grand Valley. As an Investment Adviser Representative with VALIC Financial Advisors, Pat spent seventeen years assisting primarily not-for-profit employers in the health care, education and governmental arenas... . Pat has a long history of assisting his clients in developing a clear picture of their financial future in an effort to bring them the confidence in knowing they have a plan, and are working towards it's implementation. Whatever the plan dictates, be it investments, 401K rollovers, IRAs, annuities, retirement planning, life or long term care insurance, Pat stands ready to assist in any area of need.

#SimilarOrganizations #More

INVESTMENT PLANNING SOLUTIONS

Industry:
Consulting Health Care

Address:
Grand Junction, Colorado, United States

Country:
United States

Status:
Active

Contact:
(970)260-2705

Email Addresses:
[email protected]


Similar Organizations

welsh-financial-group-logo

Welsh Financial Group

Estate Planning, Tax Planning, Insurance, Education Funding, Retirement Planning

More informations about "Investment Planning Solutions"

Asset Investment Planning solution | Direxyon โ€ฆ

Evolve your organization with novel solutions for a greener, more resilient & sustainable future. "Asset-focused approach โ€ฆanticipates future needs to achieve and maintain desired performance." ... Specializing in Asset โ€ฆSee details»

How Project Portfolio Management (PPM) Solutions โ€ฆ

Data from GIS, EAM, and/or APM systems can be used to improve asset investment planning. 5.2 A Comprehensive Asset Investment Planning Approach. While organizations often must decide to implement either an AIP or PPM โ€ฆSee details»

Asset Investment Planning (AIP) Software Solutions - ifs.com

Copperleafโ€™s AI-powered solutions help optimize investment plans, manage risk, and achieve strategic goals. "The biggest benefit is that we now have an end-to-end solution. We can start โ€ฆSee details»

Asset Investment Planning & Management: A Best Practice of ISO โ€ฆ

Aug 23, 2022 Asset Investment Planning & Management (AIPM) is a best practice in asset management that embodies the key principles of ISO 55000 and empowers businesses to โ€ฆSee details»

Asset Investment Planning Solutions | Brightly Software

Brightlyโ€™s asset investment and capital planning solutions make it easier to maintain safe, high-quality spaces for students and staff by helping you plan for future infrastructure upgrades, justify budget requests, and ensure that every โ€ฆSee details»

Asset Investment Planning Solutions for Energy and Utilities

Find the top Asset Investment Planning Solutions for Energy and Utilities with Gartner. Compare and filter by verified product reviews and choose the software thatโ€™s right for your organization.See details»

Asset Investment Planning | Copperleaf

Asset Investment Planning (AIP) is a data-driven approach to long-term capital planning and decision making. ... Using AIP, your organization can: become more strategic and less โ€ฆSee details»

What is Asset Investment Planning? - Brightly

Apr 29, 2024 Finance and opera. Brightly Software: Your Partner in Innovative Operational Solutions. With over 20 years of experience, Brightly empowers organizations to optimize operations, cut costs, and build sustainable futures โ€ฆSee details»

Financial Planning and Investment Solutions | Rits Capital

Rits Capital provides expert financial planning and investment solutions, specializing in wealth management, investment banking & PMS for growth. ... Meet our people, see where we work and join a diverse, dynamic and growing โ€ฆSee details»

Asset Investment Planning | Scio Asset Management

The degree of value leakage in your asset investment planning can vary, but it is there if you know where to look and worth going after with only a modest investment in your people and some simple purpose-built tools. A leading โ€ฆSee details»

Asset Investment Planning Solutions Market Size - 2024 To 2032

Mar 3, 2025 The Asset Investment Planning Solutions Market size was valued at approximately USD 0.5 billion in 2023 and is expected to reach USD 1.3 billion by 2032. Industries . โ€ฆSee details»

Finance planning transformation for financial services

Pivot and adapt to market changes while minimizing risk with AI-infused finance planning solutions for financial services. Learn more Platform Overview ... Get precise, predictive โ€ฆSee details»

Financial Planning Software Reviews and Ratings - Gartner

Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help โ€ฆSee details»

Financial Planning & Investment Solutions | Frontier

Deliver actionable financial plans and ongoing organization, education, and accountability . 02 | RELATIONSHIP MANAGERS. Bring friendly and reliable client service to ensure day-to-day โ€ฆSee details»

Top 10 Financial Planning Software for 2025 - golimelight.com

Oct 1, 2024 Financial planning and budgeting software are vital for organizations that aim to streamline their financial processes and make informed strategic decisions. This article โ€ฆSee details»

Financial Advisor Falls Church VA | CFP® in Fairfax | CFP® in โ€ฆ

We view financial planning as a dynamic and engaging journey, rather than an one-time solution. This approach is especially suitable for individuals and families who face certain level of โ€ฆSee details»

Best Portfolio Management Software Tools of 2025 - Investopedia

Mar 7, 2025 While some competitors offer more integrated budgeting and goal-planning tools, Morningstar Investor excels at what it does best, which is investment research and insights. โ€ฆSee details»

Certified Financial Planner in Woodbridge and Alexandria VA

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner โ„ข, and CFP® (with plaque โ€ฆSee details»

Oil & Gas Asset Risk Management, Investment Planning & Analytics

Improve asset management and investment planning processes in oil and gas with Copperleaf's data-driven decision analytics solutions. Skip to content. Why Copperleaf . Why Copperleaf โ€ฆSee details»

Find Top Financial Advisors in Woodbridge, Virginia

Mar 12, 2025 Young believes in delivering the right wealth management solutions to help clients realize their personal objectives and aspirations. Young holds a Bachelor's degree in Business โ€ฆSee details»

linkstock.net © 2022. All rights reserved