Our Process

Phase 1: The Intro Meeting

Phase 2: The Present Plan Review

Phase 3: The Strategy Session

Phase 4: The Strategic Review

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Our Services

There are many financial products in the market, and choosing the ones that best meet your needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs, wants and dreams. When meeting with us, you will be better informed in making personalized financial decisions ...“Planning ahead for a better tomorrow”.


 

Insurance

In addition to protecting income to families during your working years, insurance can be designed to replace assets in a strategic retirement plan.

 

Investments

Our investment plans are designed to create multiple income streams in retirement that are designed to minimize taxes and maximize income.

 

Retirement

Ideally clients would like to spend and enjoy more income during their early (or active) retirement years, but are afraid of running out of money in later years. Our retirement plans are designed to give peace of mind while having a higher income during your active years.

 

Finances

Systematic savings, combined with debt management and asset allocation are important components to any financial security plan.

 

Product Allocation

Successful financial planning today requires not only proper asset allocation, it requires the right products to meet your current and future needs, wants and dreams.

 

Legacy Planning

Our financial strategies not only maximize retirement income , they result in a significant legacy that you can direct to your spouse, children, grandchildren, or the church / charity of your choice.

 

Our Team

Brian Gribben

Strategic Planner

Brian has over 40 years experience and accomplishments in the life insurance and financial planning business. He has...

John A. Knox

Personal Wealth Advisor

John joined Brian Gribben Insurance Planning after spending 6 years as a mortgage agent providing customized mortgages...

Lorraine Gribben

Vice President

Lorraine Gribben has worked with Brian for over 30 years. Lorraine’s current role is the financial management of the...

Dawn Knox

Client Relationship Manager

Dawn is the Client Relations Manager at BGIP serving as the principal liaison between the firm and its valued clients...

Ingrid Malcolm

Licensed Assistant

As a Licensed Assistant, Ingrid’s primary role is to provide new business support to our BGIP financial advisors. This...

We are Brian Gribben Insurance Planning Inc.

With over 40 years of experience, we are dedicated to providing wealth planning strategies for our clients. Simply put, we strive to be our client’s trusted wealth advisors. As a financial planning and insurance firm, our primary focus is to provide confident knowledge designed to maximize results while minimizing risk. BGIP does this with the highest levels of trust, integrity and respect while always collaborating using a team approach.