A Simpler Approach to Planning
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals. 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 with 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.
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Contact UsWe empower our clients to pass on money with meaning.
Learn MoreOur 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.
Learn MoreWorking as a team, we develop a strategic plan through financial planning tailored to each client's current and future needs and goals.
Learn MoreHelpful Content
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Money that Buys Good Health is Never Ill Spent
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Prevent a Rift: Money Tips for Newlyweds
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Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Estimate how much of your Social Security benefit may be considered taxable.
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Assess whether you are running “in the black” or “in the red” each month.
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This calculator can help you estimate how much you should be saving for college.
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Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.