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.

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Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Are UITs for You?

How unit investment trusts operate and potential investment risks.

HOT TOPIC: Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

Real Estate Markets on the Mend

The U.S. tax code favors real estate ownership, allowing for tax savings that might help families build wealth over the long term.

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