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 firstname.lastname@example.org
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Couples may be able to head off many of the problems in a marriage that money can cause.
When considering life insurance, it's important to understand your options.
Ascertaining the value of your business is important for a variety of reasons.
It's important to make sure your retirement strategy anticipates health-care expenses.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
What does your home really cost?
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.