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
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
There’s a link between debt and stress.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all of your choices when it comes to managing your taxable income?