Insurance and Financial Services

Getting information is one thing, understanding it is another!  Many people need help to decipher what is pertinent and applies in their situations.   A "one size fits all" approach doesn't give you a very good suit of clothes....nor an insurance or retirement strategy.  Bob works primarily with those in or considering retirement and can help tailor a program "to fit"  their situation.

A 30 year insurance veteran and a local and national industry leader, Bob Grundman has the training, experience, and resources to help you meet your goals. 

His mission is to help you develop and implement programs to preserve assets, minimize risk, and maximize your income to meet your future goals.

 

 

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

More Calculators →

Advance Medical and Legal Directives

Expressing your wishes in advance could help loved ones feel more confident making medical or legal decisions.

HOT TOPIC: Brick-and-Mortar: The Precarious Fate of Traditional Retail

How current trends in the retail industry could affect consumers, workers, and the broader economy.

When a Saver Marries a Spender, Every Penny Counts

Guidelines to help facilitate financial discussions between spouses who have different points of view on spending.

Use Sense with Student Loans

Some guidelines before taking on student loan debt including steps students have taken to make college more affordable.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck