Our Services
Let’s Build Your Financial Confidence—Together
Here at Grooms Financial Advocacy, LLC, we know that financial planning isn’t one-size-fits-all. Your goals, challenges, and dreams are uniquely yours—and your financial strategy should reflect that. That’s why we offer personalized services designed to help you feel confident and in control, no matter where you’re starting from.
We’d like you to think of us as your partner in building the financial future you deserve. Whether you’re planning for retirement, protecting your family, or figuring out the first steps to take, we’re here to make the process clear, approachable, and stress-free.
What We Do: Services Tailored for You
1. Financial Assessments
Not sure where to start? That’s what our financial assessment is for! This is where we get a complete picture of your current situation—your income, expenses, savings, and goals—and figure out the best path forward.
What You’ll Get:
- A full review of your current financial situation, including income, expenses, debts, savings, and investments.
- An understanding of your short- and long-term financial goals.
- A roadmap of initial steps to move toward financial security and independence.
This is the foundation of your financial journey—it’s where everything begins for the better.
Start Your Financial Assessment
2. Personalized Financial Strategy
Once we know where you stand, we’ll design a custom plan just for you. Whether it’s saving for retirement, managing debt, or building wealth, we’ll focus on what matters most to you.
The Focus:
- Smart savings strategies that help you build a safety net.
- Guidance on retirement contributions and savings options.
- Tax-advantaged savings opportunities to maximize your wealth.
- Creating a plan that balances your current lifestyle with your future goals.
With your plan in hand, you’ll be that much more confident knowing exactly what to do next.
Get Your Personalized Strategy
3. Retirement Strategy
How much should you save by retirement? What will your expenses look like in 10, 20, or 30 years? Will you outlive your savings? These are big questions, and we’re here to help you answer them.
Let Us Work With You To:
- Identify how much you’ll need to retire comfortably.
- Choose the right investment accounts, like 401(k)s, IRAs, or other savings options.
- Plan for unexpected expenses like healthcare or long-term care.
- Adjust your savings strategy as life changes.
As the saying goes, it’s never too early—or too late—to start planning for a secure and fulfilling retirement.
Plan for Your Retirement
4. Insurance Planning and Protection
Life happens. The best way to prepare is to make sure you and your loved ones are protected financially. We’ll help you navigate your insurance options and make sure you have the right coverage.
We Are Here To:
- Assess your current insurance policies to make sure you’re covered where it matters most.
- Recommend life insurance, disability insurance, and long-term care insurance options.
- Identify gaps in your coverage and address them with cost-effective solutions.
At the end of the day, it’s really not just about having insurance—it’s about having the right insurance for you.
Review Your Insurance Options
5. Education Savings Planning
If saving for your child’s education feels like a mountain to climb, don’t worry—we’re here to help you create a realistic plan. Whether college is just around the corner or years away, we’ll help you balance saving for their future while staying on top of your own financial goals.
Our Education Planning Services Include:
- Exploring tax-advantaged accounts like IUL plans.
- Helping you determine how much you’ll need to save based on your child’s goals.
- Balancing education savings with retirement planning and day-to-day expenses.
A good education shouldn’t come at the cost of your financial future. Let’s build a plan that works for your whole family.
Plan for Education Savings
6. Ongoing Support and Adjustments
Your life and financial needs will change over time, and that’s okay. What’s important is having a partner who can adjust your plan as those changes happen
Here’s What Our Ongoing Support Looks Like:
- Regular check-ins to review your financial plan and goals
- Adjustments for life changes, like a new home, career shifts, or family milestones.
- Guidance to help you take advantage of new opportunities or overcome challenges.
We’re not just here for the big moments—we’re here to support you through all of life’s ups and downs.
Get your Long-Term Partner
How We Can Help
Here's a quick glimpse of how we make financial safety simple, straightforward, and tailored to all your needs:
- Step 1:
Schedule Your Free Financial Assessment
This is where we learn about you, your goals, and your financial situation. No pressure, no stress—just a conversation.
- Step 2:
Get Your Tailored Strategy
Based on what we learn, we’ll create a personalized plan designed to help you reach your goals.
- Step 3:
Move Forward With Confidence
You’ll leave with clear steps and the support you need to take action. And as life changes, we’ll adjust your plan to keep you on track.
Why Choose Grooms Financial Advocacy?
We know you have options when it comes to financial advice, so here’s what sets us apart:
We Put You First.
Every plan we create starts with you—your goals, your worries, your life.
We’re Big on Education.
We don’t just hand you a plan and walk away. We’ll make sure you fully understand your options and feel confident in the decisions you make.
We Build Relationships That Last.
This is, by no means, just another one-time visit. We’re committed to supporting you for the long term, so you always have someone in your corner.
We’re Focused on Women’s Financial Independence.
Women face unique challenges when it comes to money; trust us—we get it. That’s why we’re passionate about creating strategies that help you overcome those hurdles and thrive.
Are We Right For You?
We’re here for anyone who’s ready to take control of their finances, but here are a few signs you might benefit from working with us:
You’re not sure if you’re saving enough for retirement.
Rising costs are making it harder to stick to your budget.
You want to leave a legacy for your family but aren’t sure where to start.
You’re looking for personalized advice that actually fits your life.
If any of this sounds familiar, let’s talk. Remember, it’s never too early—or too late—to take that first step.
See How We Can HelpLet's Build Your Future Together
Your financial future is just too important to leave to chance. Whether you’re ready to dive in or just want to explore your options, I’m here to help.
Together, Let’s create a plan that works for you.
Schedule Your Free ConsultationNo cost. No pressure. Just clarity and confidence.
