Grandview Brochure

OUR BENCHMARK IS YOUR SUCCESS

At Grandview Wealth Management, LLC, we help you worktowards your financial goals by providing customized strategies and services through our team of experienced FinancialAdvisors. Utilizing first-class investment and insurance options, we help deliver results for every client.

YOUR FUTURE STARTS HERE. THE VALUE OF A PLAN TO REACH YOUR GOALS.You have dreams and plans for your future.But realizing those goals requires more than Every goal requires a plan to get there.good intentions – it takes thoughtful and Financial goals are no different.effective financial planning. That’s where we • We create a custom financial plan tocan help. We’re Grandview WealthManagement. help you make decisions based onAs a valued client, you can take advantage of personalized guidance and direction. Weour comprehensive planning services and tap help you understand how eachinto expert guidance and extensive resources. decision affects the direction of yourOur success is tied directly to yours, so we financial future.work diligently every day to earn your trust. • We ensure you understand how eachWe help to support your goals by providing financial decision you make affects thepersonalized guidance at every turn. All the other areas of your financial life.advisors at Grandview Wealth Management • We help make sure you’re ready for life’shave a broad range of investment planning changes, so you may feel moreexperience and can help you through all confident and secure about your future.aspects of financial planning. Consider some of the benefits of creating anFinancial Planning includes: overall financial plan:• Retirement Planning • Helps to increase the likelihood that your• Education Planning financial goals are achieved when you• General Investment Planning want them to be.• Risk Management and Insurance • With a comprehensive and frequently updated plan, you’ll be more prepared Planning for the unexpected.• Tax Minimization Strategies • You’ll have the information and guidance• Estate and Business Succession you need to help you make smart financial choices. PlanningTo help you reach your goals, our firm draws WE HELP YOU TURNupon the vast resources of LPL Financial, the INTENTIONS INTO ACTIONSlargest independent broker dealer in thecountry*, as well as Good Life Advisors, LLC, aregistered investment advisor located righthere in Pennsylvania.* As reported by Financial Planning magazine, June1996-2018, based on total revenue.

THE ELEMENTS OF SUCCESS.At Grandview Wealth Management, LLC, we take a comprehensive approach to helping you succeed.We bring all the necessary steps together to put your plan in motion.• SET GOALS. We work with you to help us understand where you want to go in terms of your finances and life goals.• GATHER INFORMATION. We listen to you, then pull together comprehensive information about all aspects of your financial situation. We identify resources and review the issues that may impact your financial life.• ANALYZE. Based on the understanding of your risk tolerance, investment objectives, financial resources, investment mix and life goals, we use our financial planning tools to help determine the strategy most suitable to help you meet your goals.• IMPLEMENT. Guided by the financial review, we help you take action.• MONITOR. We closely monitor the implementation of the plan to help ensure it stays in alignment with your goals and regularly provide customized progress reports. Through periodic scheduled reviews, we check to help ensure that you’re on track. And if there is any significant change in your situation, the strategies and goals in the plan are revised accordingly to help keep you moving in the right direction.No matter how complex your financial situation, Grandview Wealth Management has the resources andexpertise to help guide you. As your trusted advisor, we always hold ourselves accountable to you. OUR BENCHMARK IS YOUR SUCCESS

A PERSONALIZED PLAN. Knowing your financial goals, where you are in achieving them and ways you can work to help bridge the gap requires a detailed financial plan. We provide you with a road map filled with valuable recommendations and guidance personalized to help you reach your unique goals.REDUCE YOUR RISKS.A complete financial plan includes a personalized investment portfolio. By wisely planning andthen consistently monitoring your portfolio, we can help you address risks that can negativelyimpact an investment plan.A COMPREHENSIVE LOOK.We take a holistic approach to financial planning by reviewing all products and services availablethat are geared to help ensure you reach your long-term goals.• Investments• Insurance• Liabilities• Retirement• Stock Options• Business Succession• Gifting to Children / Education Planning• Charitable Gifting• Titling Assets• Estate Planning Strategies

THE TIME TO PLAN IS NOW.Time is one of your most important allies in investing and reaching your goals. So the sooner you getstarted, the sooner you will be on your way to getting the direction you need to help realize your goals.TALK TO US. WE HAVE A PLAN TO HELP YOU REALIZE YOURS.To learn more about how a financial plan can provide the roadmap and confidence you need to helpensure you’ll achieve your goals, talk with a Grandview Wealth Management Financial Advisor. Schedulea personal consultation today. We’ll walk you through all that you need to know for your first meeting –what’ll you’ll want to bring and what you can expect. So take the most important step and get started. Contact a Financial Advisor directly, call 724-600-2021, or visit us online at www.grandviewWM.com. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Grandview Wealth Management, LLC, and Good Life Advisors, LLC are separate entities from LPL Financial.