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.
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 email@example.com
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Life and Death of a \$20 Bill
How long does a $20 bill last?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Even low inflation rates over an extended period of time can impact your finances in retirement.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
$1 million in a diversified portfolio could help finance part of your retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.