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
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Making the most of surprises is a great reason to work with us.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.