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3401 SW 2nd Street, Ste. 101, Bentonville, AR, Phone: (479) 657-6166        (479) 268-6274

FOR ALL THE SEASONS OF YOUR LIFE

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INVESTMENT SERVICES

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business
with residents of the following states: AL, AR, CA, DE, FL, MI, MO, MS, NC, OK, OR, TX

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Grand Investment Services

JUST STARTING OUT?

We know just how hard it is to balance a new career, perhaps a new family, educational loans, along with new accommodations, maybe a new city, and a new social life.  Yep, we get it.  However, we still have planning services that can assist you on the new, long journey toward retirement, even if you think of that as something that is too far in the future to worry about.

STARTING OUT

Often without a lot of discretionary income, and with new children, new jobs, and a desire for a new car and house, and with student loan debt to retire, investing is often the last thing that this group thinks about.

However, small dollar amounts over a long period of time, can make a huge difference in your retirement. Let us also explore your insurance needs at the same time. Even more than investing, protecting your family usually takes precedence during this life season.

WELL ON YOUR WAY

You’re beginning to think about those college costs for your children. And, critical job requirements take more attention than you ever imagined. Let us help with those annual financial tune-ups that can make this life season one that allows you more time for the important stuff: Little League, school plays, Prom night, and teaching them how to drive your car.

TIME FOR YOURSELVES

You did it!!  They’re graduated, and on their way. However, your working career is growing short, and retirement looms. Is this the season of happiness, or discontent? Let us work to help you make up for the times you had to allocate resources for other activities, and strive to make your retirement season one that offers as much peace and enjoyment as possible.

LEGACY PLANNING

What good is accumulation, if you can’t properly pass it to future generations in a tax efficient manner? We work with your legal and tax professionals to work toward making your final season one that everyone remembers.

Which of life’s financial seasons are you facing?