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.
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 firstname.lastname@example.org
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
An increasing number have been developed to help individuals with their personal finances.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential capital gains taxes due on your transactions.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Three things to consider before dipping into retirement savings to pay for college.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.