Services and Products

  • Provide guidance in cash management; tax planning, risk management, investment planning,

 retirement planning and estate planning.

  • Develop specific strategies for each individual through the GrandView financial planning process.

  • Recommend other professionals (CPAs, attorneys, mortgage brokers, realtors, casualty insurance) 

as required by the individual’s financial situation.

  • Provide personal financial status through our online wealth management solution program.

  • Provide continuing client education through one-on-one meetings, lunch and learns, weekly market 

commentary emails and seminars.

  • Offer E-seminars, financial articles, glossary of financial terms and built in calculators on our resources website page.

 

We offer insight on the following financial planning topics:

Personal Finance

 

Insurance Planning

 

Education Planning

Budgeting & cash  reserves

Establishing or maintaining credit

Credit cards

Homeownership

Buying or leasing a car

Identity theft

 

Protecting your loved ones with Life Insurance

Estimating your life insurance needs

What type of life insurance is best for you?

Creating an estate plan with life insurance

Long-term care options

Financial impact of disability

 

Saving for college

529 plans*

Financial aid

Student loans

Repaying student loans

Education tax credits & deductions
         

Investment Planning

 

Social Security & Medicare

 

Tax Planning

Investing basics

Setting investment goals

Designing & Managing an investment portfolio

Handling market volatility

Asset allocation & diversification

Taxable vs. tax-free investing

Stocks*

Bonds*

CD’s*

Mutual Funds/ETFs*

Separately managed accounts*

 

Understanding social security

Social security retirement benefits

Social security disability benefits

Medicare

Medicare prescription drug coverage

 

Income tax planning

Year-end tax planning

Investment tax planning

Alternative minimum tax (AMT)

Gift & estate tax
         

Retirement Planning

 

Estate Planning

 

Life Events

IRAs*

Employer-sponsored retirement plans

Annuities

Strategies for retirement plan distributions

Saving for retirement

Planning for income in retirement

 

Wills & trusts

Planning for incapacity

Creating & preserving a family legacy

Using life insurance in estate planning

Strategies to minimize estate taxes

Charitable gifting strategies

 

Buying a home

Getting married

Raising a family

Child with special needs

Changing jobs

Starting a business

Caring for an aging parent

Getting divorced

Death of a family member

 

*Offered through Multi-Financial Securities Corporation.

Neither the broker-dealer nor any of its representative give tax advice. For complete details, consult with your tax advisor.