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
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
To choose a plan, it’s important to ask yourself four key questions.
It sounds simple, but paying yourself first can really pay off.
Tips to avoid checking in luggage on your next vacation.
Term insurance is the simplest form of life insurance. Here's how it works.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are common mistakes you can avoid when saving for retirement.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.