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
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Overview of Medicare Advantage, what’s in them, special rules, and more.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There’s a link between debt and stress.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
The item most homeowners forget on their home improvement project checklist is insurance.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
When markets shift, experienced investors stick to their strategy.
Why are 401(k) plans, annuities, and IRAs so popular?
Here’s a quick guide to checking to see if you have unclaimed money.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
All about how missing the best market days (or the worst!) might affect your portfolio.
What does your home really cost?