Two Perimeter Park South, Suite 310 E
Birmingham, Alabama 35243
205-262-1120

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The GrandView Team Estate Management 101 Raise Your Retirement Income Women and Retirement

Welcome to GrandView Financial Group, LLC

Our mission is to help businesses and families pursue all their dreams and financial goals while passing on their true wealth of values, intellect, work ethic and faith to the generations that follow. Passing 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.

GrandView 360

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. 

Log on to GrandView 360 to view your accounts

Watch our GrandView 360 to learn more!

 

For help with GrandView 360, please contact Tyler Camp at 205.262.1120 or tyler@grandviewfinancialgroup.com

 

Helpful Content

Financial Strategies in a Post-DOMA World

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

A Primer on Dividends

A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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