Our engagement process begins with a clear and structured approach: Start by completing the Color of Money Risk Analysis (COMRA), a tool designed to help us understand your financial preferences, priorities, and risk tolerance. Next, proceed with the Strategy Assessment, which provides deeper insights into your financial situation and long-term objectives. Once these steps are complete, we’ll schedule a personalized consultation with Dr. Leon Grove to review your results, discuss strategies, and outline the next steps toward achieving your financial goals.

Start with our Complimentary Retirement Strategy, which includes:

• 📊 Financial Overview – Align your assets, income, and goals.
• 🕰️ Social Security Maximization – Optimize your benefits for lasting income.
• 🛣️ Retirement Roadmap – Map out your vision with actionable steps.
• 💹 Asset Allocation – Build a balanced, resilient portfolio.
• ✅ Action Plan – Stay on course with regular check-ins and adjustments.

Visit Grove Financial Group, Inc., and let’s start building your brighter future today! 🌅