We're So Glad You're Here
Your Financial Journey Starts with Confidence
Thank you for trusting Grove Financial Group with your financial future. We know planning can feel overwhelming—that's why we're here to help you take the first step with clarity and confidence.
Start with Our Complimentary Risk Quiz
This isn't just a quiz—it's the beginning of a conversation about what matters most to you. Whether you're planning for retirement, building wealth, or protecting your future, we're here to listen and guide you.
Get Your 100% Personalized Financial Plan
No pressure. No obligation. Just a meaningful first step.
Let's Bring Your Financial Picture into Focus Together
We believe your financial plan should be as unique as your life story. That's why we start by creating a personalized visual roadmap of your household - capturing the people you love, the goals you cherish, and the resources available to make it all happen.
✓ Visual Financial Snapshot
See your complete financial picture in one clear, easy-to-understand format that makes sense of all your investments, savings, and goals.
✓ Family-Centered Planning
We account for every important person and priority in your life, ensuring your plan protects and provides for those who matter most.
✓ Confidence in Your Choices
Our comprehensive approach helps you make decisions with clarity, knowing each choice moves you closer to your goals.
Your Next Step:
Let's schedule a no-obligation conversation to begin mapping out your financial future. We'll listen first, then work together to create a plan that fits your life perfectly.
Get Your Personalized Financial RoadmapNo pressure. No jargon. Just a clear path forward designed specifically for you.
Why Planning Matters & How We Can Help
Imagine this: You wake up one day realizing your money should be working harder for you—but you're not sure where to start. The truth? Most people never get the financial future they want because they never had a real plan.
That's where we make the difference.
Hi, I'm Leon Grove
CHFC®, RICP®
For 25+ years, I've helped people like you:
- – Stop guessing about retirement
- – Avoid costly mistakes with Medicare and investments
- – Gain confidence knowing exactly where they stand
Here's what changes when we work together:
1. Clarity replaces confusion
We'll map out your complete financial picture—so you finally see how all the pieces (investments, taxes, healthcare) fit together.
2. Your priorities become our plan
Whether it's not outliving your savings, leaving a legacy for loved ones, or enjoying retirement without money stress—we build your strategy around what matters most to you.
3. Ongoing guidance you can rely on
This isn't a one-time report—it's an evolving partnership. We meet regularly to adjust your plan as life changes.
For seniors especially:
- – Avoid the #1 retirement mistake: underestimating healthcare costs
- – Maximize Social Security & pension benefits
- – Navigate Medicare without overwhelm
"Mr. Grove was knowledgeable and professional when discussing my financial needs." - Vanessa E. (Retired Administrator)
✓ Growing your wealth
✓ Protecting what you’ve built
✓ Transitioning into retirement
…we have the specialized expertise to guide you every step of the way.
As a Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®), I’ve helped clients navigate:
The critical shift from saving to spending in retirement
Tax-efficient wealth transfer strategies
Avoiding common pitfalls that erode nest eggs
Our Difference:
Custom Roadmaps – Not generic advice, but strategies built around your life goals
Risk-Aware Planning – We protect what matters most as markets change
Retirement Income Focus – Ensuring your savings last as long as you need them to
Your Next Step:
Let’s start with a complimentary discovery session where we’ll:
Review your current financial picture
Identify gaps or opportunities
Outline what working together looks like
[Schedule Your Free Consultation]
Because your financial journey deserves more than guesswork – it deserves a proven plan.