grand life financial

You deserve a GRAND life.

You deserve a GRAND life.

Tax-efficient, fee-only financial planning and investment management to help you organize, grow and protect your assets throughout life.

Tax-efficient, fee-only financial planning and investment management to help you organize, grow and protect your assets throughout life.

How We Support You

How We Support You

Just as our services are completely customized, so too is defining your grand life. We help you discover this by learning what is deeply important to you and then create a plan that is prioritized on how you can get there. We provide hourly, one-time projects and ongoing engagements that serve your individual needs.

Just as our services are completely customized, so too is defining your grand life. We help you discover this by learning what is deeply important to you, organizing your financial priorities, and then creating a tax-efficient financial plan on how you can get there. We provide hourly, one-time projects and ongoing engagements that serve your individual needs.

Not All Advisors Are Held to the Same Standards

Not All Advisors Are Held to the Same Standards

As fee-only fiduciaries, we are legally bound to always act in our clients’ best interests. We believe clients deserve to work with someone who always puts their interests first. We do not earn commissions from selling securities or investment products.

As fee-only fiduciaries, we are legally bound to always act in our clients’ best interests. We believe clients deserve to work with a financial planner who always puts their interests first. We minimize bias by never earning commissions from selling securities or investment products.

Retirement Planning

Pre- and post-retirement income planning

Cash Flow Analysis

Income and expense strategies

Tax Planning

Keeping more of what you earn

Investing

Goal-based investing

Small Business Financial Consulting

Counseling your business finances

Savings Strategies

Short-term and long-term planning

Social Security Optimization

Making sense of claiming benefits

Stock Options & Executive Compensation

Simplifying executive comp plans

Protection Planning

Protecting against unforeseen events

Advance Care & Long-Term Care Planning

Medical care on your terms

Pension Maximization Strategies

How best to collect your pension

Estate Plan Review

Directing transfer of assets

Education Funding

Help determine your funding goals

Money Coaching

Transform your relationship with money

All Services

Learn more about all of our services

“If you want to live a happy life, tie it to a goal, not to people or things.”

Albert Einstein

Let’s Meet

Let’s meet.