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Two Perimeter Park South, Suite 310 E
Birmingham, Alabama 35243
205-262-1120

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Welcome to GrandView Financial Group, LLC


Our mission is to help families and businesses pursue their dreams, work towards financial goals and pass on true wealth: values, wisdom, work ethic and faith to the generations that follow.  We empower our clients to pass on money with meaning.

At GrandView Financial Group we offer customized financial planning tailored to each client's current and future needs and goals. Working as a team, we develop a strategic plan to guide them in accomplishing both of these. There are many different aspects of financial planning and we apply them differently to each client as it pertains to their needs and goals. This is determined through first listening to our clients, then discussion.

The GrandView Promise

We will always be there for you and your family when you need us most.

GrandView 360

To enhance our personalized service, each client has an online Personal Financial Homepage, enabling 24/7 connections to our advisors, as well as individual family and financial data. All assets, liabilities, cash flow reports and tax and estate planning documents are in a single, secure, password-protected place that’s readily accessible from anywhere at the click of a mouse. 

Log on to GrandView 360 to view your accounts

Watch our GrandView 360 to learn more!

 

For help with GrandView 360, please contact Kelly Morgan at 205.262.1120 or kelly@grandviewfinancialgroup.com

Helpful Content

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A Home Insurance Claim: To File Or Not To File

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Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

The ABC’s of Auto Insurance

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How Income Taxes Work

A quick look at how federal income taxes work.

Please Leave Home Without It

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All Muni Bonds Are Not Created Equal

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Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your capital gains tax.

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Assess how many days you'll work to pay your federal tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

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