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 firstname.lastname@example.org
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Even if you’re young and single, you should still consider protecting yourself.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Are Real Estate Investment Trusts right for your portfolio?
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
What is your plan for health care during retirement?
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?