Serving Our Clients

The Financial Planning Team at GranthamPoole is comprised of Certified Public Accountants and Certified Financial Planners who specialize in serving the personal financial planning needs of individuals and families.  Our goal is to “See You Through” the different phases of accumulating assets, to the eventual distribution of those assets in retirement years. 

The team’s expertise in tax planning, along with estate planning, allows us to provide a complete financial solution to our clients. We strive to provide the best solutions to our client’s needs, independent of selling other products and services.  The areas we address include:

• Projection of client’s income needs during retirement years
• Analyzing future college funding needs and options available for funding higher education
• Communication to clients of the financial impact of an unexpected death, disability need, or long-term care event
• Helping our clients develop a solid strategy for eliminating debt
• Assisting clients with monitoring monthly cash flows, as well as budgeting for specific needs
• Helping clients review their mortgage financing options
• Assisting clients with tax-wise investment planning to achieve their goals

We analyze each client’s needs individually and provide them with a unique financial plan, rather than having a “cookie-cutter” approach to providing financial services. Since financial planning is an on-going, ever-changing process, we strive to have long-term clients that consult with us throughout their financial lives.  We routinely work with the client’s other advisors to make the overall plan the most efficient and comprehensive plan possible.

Whatever your financial situation, the professionals on our team can provide invaluable information to help you achieve financial security for you and your family.  We’re always here “To See You Through.”