Grigg Financial Group

Grigg Financial Group Using our CPA/PFS background, we maximize wealth by focusing on 9 areas of wealth management: invest

Grigg Financial Group, formerly Brian Grigg Wealth Management, is a trusted financial planning and wealth management firm based in San Diego specializing in financial planning for physicians and healthcare professionals but also prepares returns for other individuals and businesses. Brian Grigg, CPA/PFS, and his team focus on money management through 9 areas of wealth planning. Some of these 9 are

as include, but are not limited to, tax planning, retirement planning, investment management, cash flow-debt management, business planning, and traditional CPA services. Our team has developed a reputation for educating clients to maximize personal wealth management and business operations in pursuit of their financial objectives.

HSAs were designed to help Americans save money on healthcare, but qualifying was always difficult. The One Big Beautifu...
05/29/2026

HSAs were designed to help Americans save money on healthcare, but qualifying was always difficult. The One Big Beautiful Bill Act, signed into law on July 4, 2025, changed that by rewriting the rules in a way that simplifies the qualification process, helping more Americans qualify and save meaningful amounts on healthcare.

Learn about the 3 changes made to HSAs and how you can benefit: https://griggfinancialgroup.com/tax/obbba-hsa-tax-savings/

If you itemize, you may be eligible to deduct qualified medical expenses exceeding 7.5% of your adjusted gross income (A...
05/01/2026

If you itemize, you may be eligible to deduct qualified medical expenses exceeding 7.5% of your adjusted gross income (AGI). Knowing the 5 common types of medical deductions can help you keep track of your deductions throughout the year, ensuring you don’t miss any, saving you hundreds to thousands in taxes.

To learn more, read the full article:
https://griggfinancialgroup.com/tax/5-types-of-medical-tax-deductions/

If you or a loved one is currently or soon to be deployed, there is a noteworthy opportunity that you may have overlooke...
04/23/2026

If you or a loved one is currently or soon to be deployed, there is a noteworthy opportunity that you may have overlooked. As a servicemember in a designated combat zone, you are guaranteed 10% annual return on savings. It’s called the Savings Deposit Program (SDP), and understanding how you can use it to your advantage can be one of the best financial moves you make.

Continue reading the full article to learn more:
https://griggfinancialgroup.com/military/military-savings-deposit-program/

Special Name, Image, and Likeness (NIL) considerations, particularly moving into 2026, involve navigating complex tax, r...
04/17/2026

Special Name, Image, and Likeness (NIL) considerations, particularly moving into 2026, involve navigating complex tax, regulatory, and compliance landscapes following the House v. NCAA settlement. Athletes must now focus on legitimate “activation” of their personal brand, as guaranteed payments without required work are increasingly scrutinized.

Read the full article:
https://griggfinancialgroup.com/tax/nil-income-special-tax-situations/

Imagine finally getting around to donating all the junk you had lying around, only to be denied the deduction when you t...
03/20/2026

Imagine finally getting around to donating all the junk you had lying around, only to be denied the deduction when you try to claim it. Believe it or not, this really happened, and it now serves as a wake-up call to all who make charitable donations as a part of their tax strategy and legacy planning.

Here's what you need to know to ensure this doesn’t happen to you:

https://griggfinancialgroup.com/tax/goodwill-tax-trap/

Address

3111 Camino Del Rio North, Ste 430
San Diego, CA
92108

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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