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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Discover the role a reliable business valuation can play in succession, tax, and retirement planning.
Find out how and why mergers and acquisitions take place (and why they matter to investors).
The Fed signaled a pause in raising interest rates. How markets reacted and what the change says about the direction of the U.S. economy.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much would your monthly lease payment be?
How much life insurance would you need to produce a sufficient income stream for your family?
A balance sheet summarizes your assets and liabilities and reveals your net worth.