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 →

Is It Wise to Trade Your Pension for a Lump Sum?

The pros and cons of keeping a pension versus accepting a lump-sum payout.

Social Media Marketing Strategies

Social media is a convenient way for a small business to build customer relationships and gain market exposure.

Mutual Benefits: Funds to Pursue Your Goals

An overview of nine different types of mutual funds, ranging from lower risk to higher risk.

Advance Medical and Legal Directives

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

More Newsletters →

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