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What We Do

Investment Philosophy

We start with a plan.

Having a solid plan, and a smart investment strategy as its number one tool, can help you build confidence in the future. And the future looks different for each one of us.

That’s why we meet you where you are, to craft a unique plan that fits your needs. The most important piece to our investment philosophy is you – your vision and values.

A common misconception we hear is that we are going to tell you to tighten your belt and stick to a strict budget. Often, it’s the opposite, and we’re encouraging people to enjoy the fruits of their labor. We know you work hard, and you deserve to enjoy life, and make memories.

Financial Planning

At GrandView, we are financial planners first. Our Senior advisor team consists of Kelly Morgan, Larry Walck and Billy Doughty, all CERTIFIED FINANCIAL PLANNER™ professionals, and we begin each client relationship with financial planning. As fiduciaries, it is our job to advise and make recommendations in the best interest of our clients. Because of the comprehensive work we do through financial planning, our recommendations take into consideration 360° of a client’s life the investment management cannot – family, work, interests/hobbies, vision and values.

Financial Planning requires a collaborative engagement between our team and you. We work together through discovery where we gather all the pieces of your financial life and have a conversation around your vision and values.

Having a plan allows our clients to have confidence in their financial process. We can control what we can control, and beyond that, the plan is how we get through times of uncertainty and critical life events – positive and negative. Each of our clients has a different vision so we must meet them where they are. We build a plan around you and then use the investments to make it “go”.

Financial Planning comes with a full range of services performed annually and as needed. We’re also in the director’s chair in collaborating with CPAs and attorneys to help you find the best strategies for insurance protection and other resources for your pre- and post-retirement needs.

Financial Planning isn’t just for people nearing retirement. We have full-service models, as well as scaled-down subscription models for younger adults just starting out.

Investment Management

A small percentage of our clients prefer to work with us through investment management only. This is a fee-based service that is charged based on the amount under our management. Services do not include the aspects described under financial planning.

We utilize third party money managers for our investment portfolios. This allows us to expand our team beyond GrandView with great partnerships. Our money managers have robust research budgets, tools for selecting investments and relationships with financial and economic experts. The portfolio make up is designed by the money managers but ultimately, you and GrandView have a choice in who to work with.

What You Need

We start where you are.

Everyone has a unique starting point once they decide to control their financial future. Most potential clients fall into one of the three categories outlined below.

Whether your situation is straightforward or more complex, we have a roadmap to follow to make the most of our time spent together, helping you move towards your financial goals. GrandView Financial Group has a strategy to meet you wherever you are and walk with you to where you want to go.

Financial Coaching and Education
Ideal for ages 20s-30s
Work with an associate advisor under a Certified Financial Planner™
$2500
and up
Process
Month 1-2
Discovery & Goal Setting
Month 3
Recommendations & Advice
Month 4-5
Implementation
Month 6
Check-In Recommendations & Advice
Month 7-11
Maintenance & Implementation
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Student Loan
  • Employer Benefits & Compensation
  • Insurance & Risk Management
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 30+
$2500
and up
Process
Month 1-2
Discovery & Goal Setting
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Review
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses (Home, Car, Wedding, Family Planning)
Ideal for ages 40+, Business Owners, Executives, Large Estates
$3500
and up
Process
Month 1-2
Discovery, Vision & Values
Month 3
Plan Recommendations Implementation
Month 6
Semi-Annual Meeting, Recommendations & Advice
Month 9
Quarterly Check-In
Month 12
Annual Review, Renew Planning Services
Scope of Work
Initial Review & Analysis
  • Cash Flow — Debt Management
  • Cash Flow — Emergency Fund
  • Tax Planning
  • Insurance & Risk Management
  • Estate Plan Review
  • Savings & Retirement Planning
  • Education Planning
  • Healthcare Planning
  • Employer Benefits & Compensation
  • Business & Succession Planning
  • Legacy Planning
  • Charitable Giving
Ongoing Review & Analysis
  • Portfolio Analysis
  • Debt Management
  • Risk Analysis
  • Large Expenses
  • Wealth Transfer