Welcome to GrandView Financial Group, LLC
The GrandView Promise
We will always be there for you and your family when you need us most.
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.
Watch our GrandView 360 to learn more!
For help with GrandView 360, please contact Kelly Morgan at 205.262.1120 or email@example.com
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.