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 in accomplishing 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
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
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What can be learned from the savings rate?
What does the Tax Reform and Jobs Act mean for you?
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.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
What does your home really cost?