The time to talk about retirement is now!

Grandview Asset Management

Financial Management in Harrisburg, PA

We’re a financial management organization in Harrisburg, PA that understands that individuals face unique challenges as they prepare for today and tomorrow. Whether your goal is retirement planning, college savings, wealth management or working with a financial planner, our personalized service focuses on your needs, wants, financial goals and objectives!

Investment Strategies

Investing should be easy, but most of us have trouble. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

Retirement Planning

Where will your retirement money come from? If you're like most people, qualified-retirement plans, social security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach from your financial advisor involves taking a close look at your potential retirement-income sources.

Estate Strategy

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance and life insurance.

Register for Upcoming Seminars

Seminar: Medicare Made Easy
Date: Saturday, September 16th
Time: 10AM – 12PM (Noon)
Cost: Free to Everyone

Grandview Asset Management
4200 Crums Mill Road, 2nd Floor
Harrisburg, PA 17112
Click to open on Google Maps!

Registration is simple! Use the form to the right, provide us your contact information, how many you plan to bring with you and click “Register Now!“. Your information will be forwarded to us to reserve your seat at our upcoming seminar.

Seminar: Retirement Income
Special Focus: State Employee/Retiree Changes
Date: Wednesday, September 27th
Time: 6PM – 8PM
Cost: Free to Everyone

Grandview Asset Management
4200 Crums Mill Road, 2nd Floor
Harrisburg, PA 17112
Click to open on Google Maps!

Registration is simple! Use the form to the right, provide us your contact information, how many you plan to bring with you and click “Register Now!“. Your information will be forwarded to us to reserve your seat at our upcoming seminar.

Event Registration

Discovery

We begin this initial stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

Strategy

The primary objective of this stage is to develop an effective long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you!

Monitor and Adjust

We monitor our client's accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

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ommitment to help you work towards achieving all of your financial goals for retirement. We also have a commitment to excellence in everything we do.  As your financial advisor, we consider it an honor and a privilege to help our clients work towards making sound investment decision that will contribute towards a secure future. We provide an impeccable financial management services to help reduce taxes and preserve assets by utilizing numerous investment products and strategies so we can help protect our client’s lifestyle for a lifetime.

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eeling financially overwhelmed or just missing the big picture? Getting your finances together can be a tough chore that most people continue to push off, year after year. As a financial management company, we’re committed to building long term relationships with each of our clients. You can greatly benefit from the counsel of our fee-based financial advisor team for many years to come, regardless if you’re investing for yourself or your company. We have an incredible amount of tools, resources and expertise to be the perfect fit for you!

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rofessionals with years of experience in financial services. As your financial management team in Harrisburg, PA, we can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life. Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.