Business Owners
Build a business that honors God, serves others well, and creates a legacy that extends beyond financial success.
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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Pre-Retiree
Prepare to retire to a purpose, not just from a career.
Retirees or Seniors
Focus on stewardship and purpose, not just preservation.
Major Milestones I Specialize In
Early Retirement or Financial Independence
Prepare to retire to a purpose, not just from a career.
End of Life and Legacy Planning
Focus on the legacy you are leaving, not just the assets you are leaving behind.
Retirement Planning
Prepare to retire to a purpose, not just from a career.
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
I will help you to identify your goals and will work with you to implement a series of strategies designed to help you to realize your vision for the future in order to reach your Confidence Zone.
Disclosures
Securities offered through Raymond James Financial Services Inc., Member FINRA/SIPC. The Granville Investment Group, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.