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How We Think

Our Philosophy

We believe that being a financial advisor is a noble position we are granted by our clients. We understand the importance of what you ask us to do, and we take a collaborative approach to the development and maintenance of your financial portfolio. Our goal is to listen to you so deeply that you enjoy coming to talk about your investments rather then dread it.

The core of our philosophy is comprised of these essential beliefs:

1.All successful investing is goal-focused and plan-driven, all unsuccessful investing is market-focused and emotionally-driven.

2.Successful investing is based on continually acting on your plan, unsuccessful investing is based on acting on current-events and media hype.

3.Our job is to help you craft the right strategy and then help you maintain discipline, faith, and patience, so that we stay the course.

We see ourselves as doctors prescribing you the right medicine for your ailments. The medicine is the plan to help heal your financial situation and set you on a healthy course, however, it is up to you to take the medicine.

A Cup of Coffee and a Second Opinion

At Grover Financial Services, we've seen a lot of difficult markets come and go. We can certainly empathize with people who find investing and financial planning overwhelming. We'd like to help, if we can, so here’s what we’d like to offer you:  A Cup of Coffee and a Second Opinion

Come in and sit with us for a while. Tell us about your life, your goals, and dreams, and what you need your money to do for you. We’ll look at what you have and tell you what we think. Either things are moving along just fine, or they could use some tweaking and we will give you our honest, unvarnished opinion. There is no obligation, just real advice, and either way, the coffee is on us. Give us a call, we’d love to meet you!