Making a Difference

Personal Financial Consultations
For Domestic Partners and Individuals

With Carol’s help, couples find creative strategies to address benefit shortfalls from retirement and insurance plans.

When it comes to your future and the futures of the people that you love, you deserve competent, independent financial advice. Too much rides on your decisions to allow anything to be left to chance. Just as you have worked hard to establish yourself, you should feel confident in your future and the legacy you create.

For years, Carol Grosvenor has provided domestic partners and individuals personal financial advice. She has simplified their lives and helped to create retirement lifestyles, to control estate assets and to facilitate charitable gift that reflect the dreams and goals of her clients.

Teamwork Completes The Equation

	"What's most satisfying as a financial advisor is getting to the point where my client actually achieves a financial goal - such as celebrating at a retirement party, giving a charitable gift that makes a difference to society, or using the benefits from a life insurance policy to do another good deed." - Carol Grosvenor, CFP®

Carol’s quality financial advice is based on teamwork. She works closely with your key advisors such as accountants and attorneys to coordinate creative financial strategies. Whenever your needs change, Carol will work hard to update your financial strategies. “Teamwork and communication are fundamental to the potential achievement of your long-term goals,” she says.

Talking In Your Terms
For Carol, helping you work towards your financial dreams is the most rewarding part of her career. At the same time, she wants to make the process clear, so you can feel more confident with your choices and enjoy other aspects of your life. Her personal goal is to consistently make the retirement planning or charitable giving process enjoyable, experience for you. She accomplishes this by explaining all your financial options in clear terms, so you can make educated decisions.

Planning Helps Simplify What Seems Complex
You’ll be amazed at what a big difference organized, competent financial planning can make for your retirement lifestyle. By linking all the pieces into one concise picture, Carol helps you through the transition from your work lifestyle to your retirement lifestyle.

Contact her today to discuss your goals and dreams for tomorrow.