Home - GFG Inc

Leon Grove CHFC® RICP®

Financial/Investment Adviser

Welcome to Grove Financial Group Inc., we are excited that you are here. We are specializing in everything retirement: Retirement Planning, Retirement Income Planning, Retirement Shortfall, Roth IRA, 401(k)/403(b) Analysis & Pension Implementation, Pension Maximization, and much more. Our financial planning tools will help you develop a clear & focused solution to help you understand how to secure your financial goals. Let’s work to plan for a better tomorrow.
- Financial Planning Services.
- Investment Advisory Services.
- Asset Management Services.
- 401(k) Rollover.
- Life Insurance & Annuities.

- Our process
  
  Our process begins with our engagement to understand your financial situation and to gain an understanding of your goals so we can map out a plan to help you get to your designation.
- Data analytics
  
  Both your qualitative and quantitative data are important for our planning process; we are able to strategically help you to achieve one or more of your financial goals.
- Blu (P)rint
  
  Our software provides us with the best in class information to help us develop a Blue Print to help chart your situation to map your planning to achieve the best performance possible.
- Privacy & Security
  
  We take every measure to ensure that your privacy is protected through secure channels of interchange protocol.
- Meeting
  
  Our meeting is primarily conducted via Zoom meeting platform due to the COVID-19 Pandemic – we are still able to focus on your need to secure your objectives in the process.
- Para-planners
  
  Para-planners are like Sous Chef that helps the Chef in the kitchen and the Para-planner helps with some of the task to help me move the process along efficiently.

We provides an array of specialized advisory and strategic services for our clients.
- Investment Advisory Services
  
  We have the tools and the ability to manage your wealth/investments and or to provide an analysis of your investments; whether it’s your personal investment/savings, and or your Pension Plan.
- Income Architech
  
  Here we develop a Blue Print of your financial plan to layout a structure of your income versus expenses with the right balance to create income needed in retirement or the funding needed for future funding needs.
- Insurance & Annuities
  
  We use insurance as a risk management tool and annuities recommendation for accumulation, growth, & for distribution strategies.
- Tax Clarity
  
  Helps show a person tax situation and possibly gives an opportunity for additional planning.
Leon Grove CHFC® RICP® has advised corporate and personal transactions since 1997.
- Financial Planning Services
  
  This part of the engagement is designed to help a single purpose need or a comprehensive purpose in financial planning.
- Total Social Security
  
  This is a planning tool designed to help you determine when and how to collect a very large asset achieve over the lifetime of the client. The client gets a chance to review the options that will benefit him or her best in retirement.
- Smart Risk
  
  This tool is used to help determine how much risk is within a portfolio and to determine a proposed optimal portfolio.
- Risk Capacity
  
  This area will help determine how much risk do you want to take and the ability to properly aligned the best portfolio for the given risk profile.

- 67
  
  %
  
  Have Never Invested
  
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- 86
  
  %
  
  Have Zero Savings
  
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- 34
  
  %
  
  Have No Insurance
  
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Popular Questions
What are the benefits?
A planner that is dedicated at help you with your….
Purpose.

Planning.

Solutions.
Is my capital safe?

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Can I opt out?

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What is the risk?

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We help in these areas:
- Investment Adviser
  
  Advise retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely.
- Portfolio Analysis
  
  We strive to optimize portfolio based upon the client risk profile.
- Income Architech
  
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Additional Benefits
- Risk Analysis
  
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- Risk Capacity
  
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- Total Social Security
  
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Compliance

The information provided on this website is for educational purposes and does not intend to make an offer of solicitation for the sale or purchase of any specific products, investments, or investment strategies. Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Sequent Planning is wholly owned subsidiary of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site. Additional information about Sequent Planning and our Advisors is also available online at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our firm’s information on these websites by searching for Sequent Planning or by our firm CRD number 160381.

Broker Check

What’s New
- On November 25, 2020
  
  0
  
  Chartered Financial Consultant (TM)
  
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  admin
  
  Income Shortfall,
  
  Investment Advisory Services,
  
  Public Relations,
  
  Retirement Planning Services
- On November 25, 2020
  
  0
  
  Retirement Income Certified Professional (TM)
  
  Praesent eget eros ut mauris mollis tempus accumsan et et nisl. Suspendisse vitae justo ut dui imperdiet adipiscing sed a urna nibh. Pellentesque commodo porta mauris etisel adipiscing nulla sodales quis.
  
  admin
  
  Income Shortfall,
  
  Investment Advisory Services,
  
  Public Relations,
  
  Retirement Planning Services
- On March 3, 2014
  
  0
  
  Pellentesque tristique a arcu sit amet facilisis sed ma
  
  Pellentesque tristique a arcu sit amet asti facilisis. Sed molestie vulputate justo sed dictum. Duis volutpat lorem odio. Doneci tincidunt leo a dapibus varius velit neque blandit felis scelerisque aliquam.
  
  admin
  
  Public Relations,
  
  Retirement Planning Services
Go to Blog

Meet Our Team
- Leon Grove CHFC® RICP®
  
  Financial/Investment Adviser
  
  Leon Grove CHFC® RICP®
  
  Financial/Investment Adviser
  
  Advises retirees and near-retirees as to the best way to use the assets they have accumulated for retirement to live comfortably within a realistic budget and not run out of money prematurely.
  
  Asset Management90%
  
  Financial Planning95%
  
  Investment Advisory95%

We look forward to hearing from you.

Appointment Form
- Your name *
- Your E-mail *
- Website
- Message *
We look forward to partnering with you to deliver the best investment advisory services possible.

Company Details
- Grove Financial Group Inc.
  
  1529 Carlisle Dr W
  Mobile, AL. 36618 United States
- Phone & Local
  
  Phone: 1(888) 676-0196
  Local: 1(251) 206-7074
Connect With Us

About Us

Leon Grove CHFC® RICP®

Financial/Investment Adviser

Our process

Data analytics

Blu (P)rint

Privacy & Security

Meeting

Para-planners

Our Features

Investment Advisory Services

Income Architech

Insurance & Annuities

Tax Clarity

Financial Planning Services

Total Social Security

Smart Risk

Risk Capacity

Have Never Invested

Have Zero Savings

Have No Insurance

Our Services

Popular Questions

We help in these areas:

Investment Adviser

Portfolio Analysis

Income Architech

Additional Benefits

Risk Analysis

Risk Capacity

Total Social Security

Compliance

What’s New

Meet Our Team

Leon Grove CHFC® RICP®

Contact Us

Appointment Form

Company Details

Grove Financial Group Inc.

Phone & Local

Connect With Us

Contact Info

GFG Inc.

Planning Tools

From The Blog