Our Services
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Financial and Wealth Management services with a purpose
Grandin Financial offers fee-only financial planning services, tax strategies and wealth management services.
It’s not just about the numbers. It’s our job to help you put the pieces together in a way that makes sense for the most important person in your financial plan: you.
Select a service to learn more about our offerings.
Wealth Management
9
The approximate number of years a diversified portfolio will last over a cash portfolio.
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Financial Planning
3-6
Months of gross expenses that should be in your emergency fund.
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Retirement Planning
34%
The number of adults who say they have no money for retirement.
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College Planning
27k
The amount of education debt the average student graduates with.
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Young Professionals
53%
Of Millennials who believe they will have/earn enough to live the life they want in the future.
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Socially Responsible Investing
ECG
Integrating social and environmental values into the investment decision-making process.
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