Grodin Financial & Insurance Services
HELPING BUILD & PROTECT WEALTH
Since 1986, Grodin Financial & Insurance Services has specialized in personal, estate, and small business financial planning. Our process is specifically designed to maximize your wealth and help achieve financial security for you, your family, or your small business. Whether you are an individual, family, or small business, you need the personal financial engineering process to help you achieve your ideal financial plan to:
Minimize financial risk as your wealth is created, managed, and distributed.
Reduce or minimize your income taxes.
Conserve and properly distribute your wealth.
Plan for college funding, special needs, long term care, or disability.
Assist with small business planning and insurance needs.
WHEN IT COMES TO PLANNING, WE COMPETE WITH THE BEST.
There are other financial service firms out there. Are we any different? We think so. The difference is not in the products we offer. All licensed representatives offer insurance and investments.
So what makes us different?
We believe we are different because we:
Listen to you.
Use a team approach.
Plan for you as an individual.
Respond to your questions and concerns in a timely manner.
Provide service, service, and more service.
“We at GFS hold ourselves to the highest ethical standards. We don’t hold these standards because we are forced to, but because we require it of ourselves. Clients who trust us with their confidence deserve nothing less.”