Meet Carol Grosvenor -
Carol is a magna cum laude graduate of Central Michigan University and holds master’s and bachelor’s degrees. She’s also a CERTIFIED FINANCIAL PLANNER practitioner. During college in the late Sixties and early Seventies, she was involved in gay activism and anti-war protests in Washington, D.C. Before entering the financial services industry, Carol was a computer consultant specializing in financial services. A Michigan native, she has lived in California since 1975.
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.
•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.
As a trusted financial advisor, Carol knows how important it is for you to feel confident about financial decisions. You may have concerns about retirement income, control of estate assets, investment selection in retirement and trust accounts, or the benefit of making charitable gifts.
Carol understands the complexities of retirement and estate planning for unmarried couples including beneficiary issues and the limitations of domestic partners benefits offered by employers. “I’m very resourceful in finding answers and creating solutions for the unique needs of my clients,” she says.
To serve their best interests, Carol provides:
• Financial Planning
• Estate Planning
• Charitable Planning
• Investment Management
• Retirement Accounts
• Trust Accounts
• Life Insurance
• Long Term Care Insurance
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