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

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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

 

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A Brief History of Estate Taxes

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Your Emergency Fund: How Much Is Enough?

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The Half Million Dollar Baby

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And the Executor Is

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This calculator can help you estimate how much you may need to save for retirement.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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There are some smart strategies that may help you pursue your investment objectives

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

Retirement Plan Distributions

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

Tax Management Strategies

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Managing Your Lifestyle

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

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The Rule of 72

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.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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

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With alternative investments, it’s critical to sort through the complexity.

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