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 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.
Contact us today to get started.Contact Us GrandView 360
We empower our clients to pass on money with meaning.Learn More
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.Learn More
Working as a team, we develop a strategic plan through financial planning tailored to each client's current and future needs and goals.Learn More
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Calculating your potential Social Security benefit is a three-step process.
Lifestyle considerations in creating your retirement portfolio.
Can you keep up with your children’s mobile slang?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Around the country, attitudes about retirement are shifting.