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  • About Us

  • Leon Grove CHFC® RICP®

    Financial/Investment Adviser

    Welcome to Grove Financial Group Inc., we are excited that you are here. We specialize in everything retirement: Retirement Planning, Retirement Income Planning, Retirement Shortfall, Roth IRA, 401(k)/403(b)/457(b) Analysis & Pension Implementation, Pension Maximization, and much more.

    Our financial planning tools, skills, & expertise will help you develop a clear & focused pathway to the solution(s) that will help you understand the dynamics of planning and the options to how various issues can be improved to secure your financial goals. Let’s work to plan for a better tomorrow.


    • 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 Blu (P)rint 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.

  • Our Features

  • 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.

  • Our Services

  • Popular Questions

    What are the benefits?

    A planner that is dedicated at help you with your….

    • Purpose.
    • Planning.
    • Solutions.
    Why planning matters?

    Planning is essential to everyone that has an estate and regardless of the amount of wealth; everyone has an estate, your plan or the government’s plan.

    Will I have enough income in retirement?

    Generally, the acceptable principle for income distribution is the 4 percent rule.

    What is the risk?

    Risk measures the uncertainty that an investor is willing to take to realize a gain from an investment.

  • 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

      The building blocks to creating guarantee income begins with a design.

  • Additional Benefits

    • Risk Analysis

      A risk analysis is the start to creating an optimal portfolio.

    • Risk Capacity

      Individuals should not take on more than they are able to cope with; hint, risk tolerance.

    • Total Social Security

      Part of your guarantee income in retirement includes your Social Security Benefits.

  • 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
  • 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%
    • Marcus Grove
      Operations Manager

      Marcus Grove

      Operations Manager

      We are delighted to introduce our Operations Manager; Marcus Grove. Marcus military history as a Marine Communications Operator makes him an exceptional member of the team; he is invaluable. He helps add to the team’s overall vision to grow the firm’s ability to reach more people as we help them improve their financial future. The operations manager is a non-adviser role with the responsibility of ensuring a smooth transition in the client onboarding process, practice management, and marketing.

  • What’s New

    • On February 13, 2021
      2

      Income Strategies in Retirement

      admin
      • Annuities, 
      • Financial Planning, 
      • Income Shortfall, 
      • Investment Advisory Services, 
      • Retirement Planning Services
    • On January 20, 2021
      0

      Tools People Overlook When Planning for Retirement

      admin
      • Financial Planning, 
      • Income Shortfall, 
      • Investment Advisory Services, 
      • Retirement Planning Services
    • On December 4, 2020
      Long-term Care Insurance
      0

      Why You Need Long-Term Care Insurance?

      admin
      • Financial Planning, 
      • Long-term Care, 
      • Public Relations, 
      • Retirement Planning Services
    Go to Blog
  • Contact Us

  • We look forward to hearing from you.

    Appointment Form

  • 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

Contact Info
e-mail address: info@grovefinancialgroupinc.com
GFG Inc.
We are poised to use the skills and tools available to help develop a winning strategy that leads to optimization of their wealth. Our purpose is to help our clients achieve their financial planning goals.
  • Purpose.
  • Planning.
  • Solutions.
Planning Tools
Investment Adviser

Strategies to help you increase your wealth per the amount of risk.

Financial Planning Services

A process whereby we develop together a plan to help you achieve your financial goals.

Income Architech

A planning tool that adds value to gathering clients data.

Total Social Security

Helps determine your optimate timing decision for claiming Social Security Benefits (SSB).

From The Blog
  • Retirement Income Certified Professional (TM)
    November 25, 2020
    1 reply
  • Income Strategies in Retirement
    February 13, 2021
    2 replies
  • Tools People Overlook When Planning for Retirement
    January 20, 2021
    No replies
  • Why You Need Long-Term Care Insurance?
    December 4, 2020
    No replies
  • The Conversation – 4 Must Haves
    December 1, 2020
    No replies
  • Chartered Financial Consultant (TM)
    November 25, 2020
    1 reply

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