Allen Grommet
Financial Advisor, Ph.D., CFP®
Welcome to our site. To access the exclusive information we provide here, simply click on the area that you are interested above. And to see my video to the right explaining our services click the "play" arrow in the center of the screen.
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See the indicators economists rely on to understand the past, present, and potential future direction of the economy.
ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.
Unlike traditional index funds, smart-beta funds track indexes that are selected and weighted based on factors other than market capitalization.
A 1035 exchange may allow a permanent life policy to be traded for a more suitable insurance product.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How Long Will Your Funds Last?
Estimate the future value of your current savings.