Grandview Square Financial

We Help You Create Financial Security the Right Way. "Let's Make a PLAN!"

At Grandview Square Financial, we are a team that represents wisdom, ethics, discipline, and academic excellence. Our advisors collaborate and adhere to strict planning practices designed to deliver a needs-based, client-centric experience.

We are the calm in the storm for our clients and provide guidance and coaching for all aspects of our clients’ financial lives.

Our mission is to help our clients create financial security by becoming more deliberate and intentional in their financial planning, aligning their resources with their highest-held values through coaching, discipline, and sound advice.


How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.