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:
 |
 |
 |
 |
Seven classic quotes about investing from successful investors, economists, and other insightful thinkers.
Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much life insurance would you need to produce a sufficient income stream for your family?
Determine whether you should consider refinancing your mortgage.