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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Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
This article features a worksheet and relevant information to help estimate retirement expenses and income.
Some strategies to help fixed-income portfolios weather a period of interest rate uncertainty.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This calculator is designed to help you attach a dollar figure to your life’s work.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Estimate the future value of your current savings.