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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Factor-Based Investing

How smart-beta mutual funds and ETFs are constructed and the role they may play in an investor’s portfolio.

Putting Your Kids on the Payroll

There are a number of good reasons to involve children in the operation of a family business.

What Is the Roth IRA Five-Year Rule?

There are two separate five-year holding requirements that may affect the tax treatment of Roth IRA distributions.

HOT TOPIC: Robos Have Arrived, But Life Often Calls for a Human Touch

Understanding what robo advisors do, how they do it, and their limitations versus what a human advisor can offer.

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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