A Simpler Approach to Planning
Imagine your finances as a jigsaw puzzle. Even if you have all the pieces, you may struggle piecing them together. We help you organize your financial life, address your entire financial landscape, and continually monitor your progress as you work toward your goals. Our mission is to help families and businesses pursue their dreams, work towards financial goals and pass on true wealth: values, wisdom, work ethic and faith to the generations that follow. We empower our clients to pass 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 with 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.
Contact us today to get started.
Contact Us
Our mission is to help families and businesses pursue their dreams, work towards financial goals and pass on true wealth: values, wisdom, work ethic and faith to the generations that follow.
Learn More
Working as a team, we develop a strategic plan through financial planning tailored to each client's current and future needs and goals.
Learn MoreHelpful Content
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
View all articles 
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When Markets React
When markets shift, experienced investors stick to their strategy.
Surprises
Making the most of surprises is a great reason to work with us.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Business Cycle
How will you weather the ups and downs of the business cycle?