Clark Grinde

Clark Grinde Email and Phone Number

Financial Planner and Advisor at CG Financial Consulting @
Clark Grinde's Location
Story City, Iowa, United States, United States
Clark Grinde's Contact Details

Clark Grinde personal email

n/a
About Clark Grinde

I am a fee-based financial planner. I believe a financial planner has a fiduciary duty to fully disclose ALL costs to the client.I specialize in retirement planning, investments, and estate planning.I am based in Iowa, but serve 11 states.I also feel it is very important to fully understand the underlying costs of the products if you are in to achieve your personal goals--it truly makes a huge difference to your bottom line.I provide advice for over 70 clients and three employee retirement plans.You must be vary wary of insurance based advisors and financial planners, costs to you will be very high and imbedded in the product and hard for you to figure out unless you investigate it thoroughly. You are paying a VERY high cost if your advisor has put you into multiple, or any high cost variable annuities.See my website at www.cgfinancialconsulting.com for more information.Specialties: Advising on Employer based Retirement PlansEstate PlanningIRA RolloversPensions

Clark Grinde's Current Company Details
CG Financial Consulting

Cg Financial Consulting

Financial Planner and Advisor at CG Financial Consulting
Clark Grinde Work Experience Details
  • Cg Financial Consulting
    President
    Cg Financial Consulting
  • Cg Financial Consulting
    Financial Planner And Advisor
    Cg Financial Consulting Dec 2002 - Present
    The Basic Tenets of CG Financial Consulting:• As a Registered Investment Advisor I have a fiduciary responsibility to my clients. To be fair, honest and straightforward.• Keep financial products costs as low as possible.• Over long periods, stocks outperform most other investment vehicles.• Look for stock funds that have beat the market over time, or use very low cost index funds to keep costs low, OR use the best no-load low cost managed mutual funds available.• Use smart college planning techniques. Understand the lowest cost ways to consolidate any student loans.• Review progress every year via the annual review and make the appropriate changes so the allocation stays in the correct proportion for the individual client needs.• Fully understand how important it is determine the right percentage of assets used yearly in retirement• Protect assets with life insurance, Disability and Long Term Care Insurance.
  • Iowa State University
    Financial Planner And Counselor
    Iowa State University Aug 1999 - May 2004
    I was during this time period a Financial Planner and Counselor at Iowa State University at the ISU Financial Counseling Clinic. There I worked with Mark Oleson, Phd.
    View

Clark Grinde Education Details

Frequently Asked Questions about Clark Grinde

What company does Clark Grinde work for?

Clark Grinde works for Cg Financial Consulting

What is Clark Grinde's role at the current company?

Clark Grinde's current role is Financial Planner and Advisor at CG Financial Consulting.

What is Clark Grinde's email address?

Clark Grinde's email address is cg****@****net.com

What is Clark Grinde's direct phone number?

Clark Grinde's direct phone number is +151573*****

What schools did Clark Grinde attend?

Clark Grinde attended Iowa State University.

What are some of Clark Grinde's interests?

Clark Grinde has interest in Football, Exercise, Sweepstakes, Home Improvement, Donor, Reading, Gourmet Cooking, Sports, Watching Basketball, Golf.

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