Financial Planning . Investment Management . Fiduciary . Independent . Fee-Only

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Services

Grossman Financial Management, a Registered Investment Advisor, is an independent financial advisory firm providing comprehensive financial planning and asset management services on a fee-only basis and in a fiduciary capacity.  Services are designed to optimally meet each client's specific needs and objectives through the careful application of prudent financial advice.

Grossman Financial Management offers services in following areas:
*Personal Financial Planning and Budgeting

*Financial Modeling and Forecasting (samples on Resources page)
*Retirement Projections

*Investment Analysis and Portfolio Strategy
*Investment Management
*Estate Planning
*Social Security Claiming Optimization

*Tax Minimization
 



Grossman Financial Management provides clients individually-crafted financial plans and is available to assist clients with the implementation of those plans. Services are offered on a fee-only basis.

 

 

 

 

 

 

Grossman Financial Management
560 First Street, Suite B-203  
Benicia,  CA 94510
Tel: (707)
745-8756   Fax: (707) 745-8723
E-mail: 
info@grossmanfinancial.com


DISCLAIMER: The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.  Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.  Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.  Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.  This web-site is for informational purposes only, and does not constitute a complete description of our investment services or performance. This web-site is in no way a solicitation or offer to sell securities or investment advisory services, except in the state of California, where we are registered, or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked web-site.