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
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The true cost of raising a child may be far more than you expect.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that home, you invested that money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.