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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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.
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Working as a team, we develop a strategic plan through financial planning tailored to each client's current and future needs and goals.
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What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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This questionnaire will help determine your tolerance for investment risk.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A presentation about managing money: using it, saving it, and even getting credit.
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There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The importance of life insurance, how it works, and how much coverage you need.
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In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Why are 401(k) plans, annuities, and IRAs so popular?
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Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Here is a quick history of the Federal Reserve and an overview of what it does.