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.
Services Utilized:
 |
 |
 |
 |
Surprised by the final numbers on your 2018 tax return? Here are some tips for adjusting withholding to help avoid surprises next tax season.
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
Worried your retirement might outlast your savings? A qualified longevity annuity contract could provide an income stream later in life.
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much life insurance would you need to produce a sufficient income stream for your family?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.