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.
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We empower our clients to pass on money with meaning.Learn More
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 More
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Military families face unique challenges, making personal finance even more critical.
Couples may be able to head off many of the problems in a marriage that money can cause.
Do you have an estate strategy? You should.
Here are some simple and inexpensive energy-saving tips that may help you save money.
How to help determine life insurance needs to provide for your family after you pass away.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
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
Using smart management to get more of what you want and free up assets to invest.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
The decision whether to buy or rent a home may have long-term implications.
Women must be ready to spend, on average, more years in retirement than men.
With alternative investments, it’s critical to sort through the complexity.