Our Network of Professional Advisors

To leverage the precise expertise we need to effectively manage all aspects of your financial affairs, we work with a network of professional advisors such as estate planning attorneys, life insurance specialists, accountants, and others. These carefully selected experts provide us with a high level of knowledge and skill in key aspects of your finances.

With this multi-disciplinary approach, we are able to develop best practice solutions with input from every perspective. In effect, we are able to provide a second opinion in advance at no cost to our client.

Second opinion meetings

We also offer second opinion meetings free of charge for people who are not clients of Grunden Financial Advisory. We will review their financial plans and accounts to help them make sure they're properly invested for their goals, or to point out areas of concern.