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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What kind of auto insurance should you have? Do you know?
Military families face unique challenges, making personal finance even more critical.
Here's a breakdown of how the federal government spends your tax money.
Lifestyle considerations in creating your retirement portfolio.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
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.
Three things to consider before dipping into retirement savings to pay for college.
Are Real Estate Investment Trusts right for your portfolio?
Have you explored all of your choices when it comes to managing your taxable income?
Learn how to harness the power of compound interest for your investments.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.