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

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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.

 

Budget Check Up: Tax Time Is the Right Time

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

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Understanding the Basics of Medigap Policies

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Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Enter various payment options and determine how long it may take to pay off a credit card.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for College

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement 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.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Making Your Tax Bracket Work

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

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Choosing a Mortgage

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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