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
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Earnings season can move markets. What is it and why is it important?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
However exciting retiring abroad may sound, it deserves considerable planning.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations? Here are three tips.