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
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Second marriages are a trigger event to revisit any existing estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This worksheet can help you estimate the costs of a four-year college program.
Here’s a guide to explain all the parts of Medicare.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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 better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
When do you need a will? The answer is easy: Right Now.