Grand Life Financial Advisors & Financial Planners 1 Southeast Ocean Boulevard, Stuart, FL 34994
About the Business
Grand Life Financial Advisors & Financial Planners, located in Stuart, Florida, offers tax-efficient, fee-only financial planning and investment management services to help you organize, grow, and protect your assets throughout life. Our team believes in creating customized plans based on what is deeply important to each individual client, prioritizing their financial goals and creating a path to achieve them. As fee-only fiduciaries, we always act in our clients' best interests, never earning commissions from selling securities or investment products. Whether you need hourly consultations, one-time projects, or ongoing engagements, we are here to serve your individual needs. Contact us at 772-291-0722 or hello@grandlf.com to start planning for your grand life today.
Photos
Location & Phone number
1 SE Ocean Blvd Suite 114, Stuart, FL 34994, United States
Hours open
Monday:
8:30 AM - 5:30 PM
Tuesday:
8:30 AM - 5:30 PM
Wednesday:
8:30 AM - 5:30 PM
Thursday:
8:30 AM - 5:30 PM
Friday:
8:30 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"John is a knowledgeable financial professional. He was able to curate a plan and great advice. Highly recommend!"
"I run a small business and wanted to develop some retirement goals given the present and potential income generated by the business. John worked with me to develop a thorough set of scenarios, goals, and a few plans that would get me to retirement at different age targets and business performance levels. John is not only very knowledgeable when it comes to financial planning, he is a patient and genuinely caring person who wants you to succeed."
"I've known John for nearly 20 years. He is great - not your "typical" financial advisor. More of a coach for financial success. Speaking with him is time well-spent."
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- Financial Consulting
- Financial Advisor
- Tax Advisor
- Audit & Consulting
- Asset-Consolidation-Strategies
- Asset-Protection-Plans
- Business-Succession-Planning
- Customized-Financial-Planning
- Estate-Planning-Services
- Fee-Only-Advisors
- Fee-Only-Advisory-Services
- Fee-Only-Fiduciaries
- Fiduciary-Standard-Practice
- Financial-Goal-Oriented-Planning
- Financial-Organization-Strategies
- Hourly-Consultation-Services
- Individual-Client-Counseling
- Individualized-Financial-Planning
- Investment-Management-Services
- Investment-Portfolio-Management
- Legacy-Planning-Advice
- Long-Term-Care-Planning-Advice
- One-Time-Project-Engagements
- Ongoing-Engagement-Fees
- Retirement-Income-Creation
- Retirement-Income-Planning
- Secure-Investment-Managment
- Tax-Efficient-Investment-Strategies
- Tax-Efficient-Planning
- Wealth-Growth-Strategies
- Wealth-Transfer-Strategies
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