Our Simple 3 Step Process

There are 5 main reasons individuals hire me!

1. To simplify your situation & turn your hard-earned dollars into a reliable retirement income.
2. To minimize what you pay to Uncle Sam & keep more of your hard-earned dollars.
3. To minimize risk in your portfolio while ensuring you don't outlive your investment portfolio. 
4. To have a professional do the heavy lifting for you so you can spend more time doing the things you love. 
5. To ensure your spouse & family have a trusted professional that they can lean on if something were to happen to you.

Most True North Wealth clients are individuals, families, & Indiana Teachers 50 & older who are nearing or already in retirement, & want help with the following:

1. Making sense of the moving pieces that make up their situation
2. Simplifying their situation
3. Reducing investment risk while optimizing performance 
4. Minimizing taxes both today & in the future
5. Creating a tax-efficient retirement income that they will not outlive

However, if you are younger than 50 I would love to connect. If my services are a perfect fit for your needs + we like each other I would be honored to partner with you. 

While there are many great firms & Financial Advisors out there, we believe our firm is unique. 

1. We are Independent - Being independent means that we own our firm & we are not under the thumb of a Home Office located hundreds of miles away telling us how to best serve clients. As a former employee of a large Wirehouse firm, I saw how monthly sales goals & incentives lead to low-quality financial advice & poor ongoing service. Being independent means we work for you & no one else. 
2. We are a Fiduciary - You can rest easy at night knowing that we have a legal obligation to always act in your best interest. Tired of being sold expensive products you don't need & never hearing from your "Advisor"? So are we. That's why we embrace our Fiduciary Duty. 
3. We Will be Around for Decades to Come - The average age of Financial Advisors is 57 years old & many of them are approaching retirement. When you partner with Grant you get a Financial Professional who has experience managing over $30,000,000 in client assets, guiding clients through 3 bear markets, & who will be around to serve you for decades to come. You won't have to worry about building a relationship with a new Financial Advisor as you age!