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
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Earnings season can move markets. What is it and why is it important?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
To choose a plan, it’s important to ask yourself four key questions.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A look inside the U.S. government's statistics on household net worth.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A bucket plan can help you be better prepared for a comfortable retirement.
Here are five facts about Social Security that might surprise you.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
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.