Here are some helpful ways you can access and contribute to your Schwab accounts.
How to sign up for Schwab Alliance.
How to add money to your Schwab Alliance account.
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Accessible Investment Advisor
We respect the time of our clients. We work around your schedule, even if that means after work or weekend meetings. You can always count on Bill Parker to be available for you.
Fiduciary Investment Advisor
As a fiduciary, we are obligated to put you first. This easily sets us apart from other types of firms in the industry that may be held to a lesser standard than you would expect.
Fee-based Investment Advisor
We do not sell financial products or accept commissions. This minimizes conflicts of interest with our clients. We get paid directly by you to provide you advice with your best interests at heart.
Welcome to GrandView Asset Management
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randView Asset Management is committed to helping you work towards achieving all of your financial goals for retirement. With over 55 years of experience in financial services, 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 with our 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 decisions that will contribute towards a secure future. We provide 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. If your feeling financially overwhelmed, 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 management team for many years to come, regardless if you’re investing for yourself or your company. Whether you’re looking for a Financial Advisor in York, PA, Financial Advisor in Lancaster, PA, Financial Advisor in Hershey, PA, Financial Advisor in Carlisle, PA or Financial Advisor in Harrisburg, PA, we have an incredible amount of tools, resources and expertise to be the perfect fit for you. We look forward to having the opportunity to work with you, please do not hesitate to setup a consultation with us at your earliest convenience.
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atch a short video of Bill Parker as he visits Esperanza in the Dominican Republic. Esperanza is a sustainable approach to poverty alleviation through access to capital along with preventative healthcare and education utilizing Microfinance. By providing small loans to the poorest of the poor, microfinance allows entrepreneurs to expand a business and provide for their families. Esperanza also provides preventative health and education services to their borrowers! You can read more about Esperanza and donate to their cause here.
Financial Planning
Financial planning for the future does not have to be complicated. We will simplify the process, organize your financial life and execute a specific plan tailored to you in order to achieve your goals and achieve financial independence.
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Wealth Management
Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.
Estate Planning
Estate planning 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.
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.