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. To see my video below explaining our services click the "play" button at the bottom of the screen.
Services Utilized:
SOCIAL SECURITY TIMING® |
Newsletters
-
Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
-
Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.