Items Tagged with 'Grand Wealth Management'
Designation means planners must act in best interests of clients in big-picture way.
According to Steve Starnes, anyone can say they are a financial adviser, but not every adviser can say they are a certified financial planner. Read More
Financial adviser says estate planning should go on year-end to-do list for those who don’t have last wishes recorded.
Most people reaching the twilight of life are aware they should make a will. But not as many realize the negative consequences of leaving the task undone. Read More
Ellie Winter — a partner at Grand Wealth Management — is the featured guest in episode 44 of the GRBJ Podcast. Read More
Financial advisor specializes in helping clients with dementia obtain financial security.
For many, financial planning can be as confounding as rocket science. Read More
Steve Starnes — a senior financial advisor at Grand Wealth Management — is the featured guest in episode 13 of the GRBJ Podcast. Read More