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Grossman Financial Management
Independent Financial Planning & Asset Management Service * Fee-Only
Services
Grossman Financial Management provides personalized financial planning and asset management services to individuals and business owners. Services are designed to meet each client's specific needs and objectives through the careful application of prudent financial advice. Grossman Financial Management offers services in following areas:
Personal Financial Planning
Financial Modeling and Forecasting
Investment Analysis
Portfolio Strategy
Investment Management
Retirement Projections
Estate Conservation
Charitable Gifting
Tax Minimization
Business Succession Planning
Qualified Plan Management
College Funding
Grossman Financial Management provides clients individually-crafted financial plans and is available to assist clients with the implementation of those plans.
Services are offered on a fee-only basis.
Grossman
Financial
Management
Tel: (707)
E-mail: info@grossmanfinancial.com
DISCLAIMER: The Company only transacts business in states where
it is properly registered, or excluded or exempted from registration
requirements. Past performance may not
be indicative of future results.
Therefore, no current or prospective client should assume that the
future performance of any specific investment, investment strategy (including
the investments and/or investment strategies recommended and/or purchased by
adviser), or product made reference to directly or indirectly on this Website,
or indirectly via link to any unaffiliated third-party Website, will be
profitable or equal to corresponding indicated performance levels. Different types of investment involve varying
degrees of risk, and there can be no assurance that any specific investment
will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume
that any information presented and/or made available on this Website serves as
the receipt of, or a substitute for, personalized individual advice from the
adviser or any other investment professional.
Historical performance results for investment indexes and/or categories
generally do not reflect the deduction of transaction and/or custodial charges
or the deduction of an investment-management fee, the incurrence of which would
have [the] effect of decreasing historical performance results. This web-site is for informational purposes
only, and does not constitute a complete description of our investment services
or performance. This web-site is in no way a solicitation or offer to sell
securities or investment advisory services, except in the state of