Kelly Grills
Financial clarity - Connecting faith and finances
State(s) Licensed: FL, MI
2651 Narnia Way Suite 102
Land O Lakes, FL 34638
Financial clarity - Connecting faith and finances
State(s) Licensed: FL, MI
How we are different
5 Principles to Help You Gain Financial Clarity
Gaining financial clarity can help you make smart choices and stay on track as you work toward your goals. Our Land O Lakes office believes these five principles can help you manage your money with confidence and purpose.
1. Know what your “enough” is.
2. Invest to reach your goals, not to chase a return.
3. Be tax efficient.
4. Life happens, so have a financial plan in place.
5. Be generous!
Working together to achieve financial clarity.
My mission is to help people gain knowledge and financial clarity, so that they can live abundant and generous lives. I combine financial expertise with purpose-based planning to help you understand where you are today and plan for where you want to be tomorrow. Our process is centered around you and your goals, purposes, and the causes that matter to you most. Whether you are just beginning your financial journey, planning for retirement, or anticipating life changes I can provide the guidance to help you achieve your goals.
I specialize in…
- Retirement Planning
- Budgeting, Saving & Debt Elimination
- College Funding Strategies
- Investments & Wealth Building
- Life Insurance & Protection
- Disability & Extended Care Insurance
- Social Security Planning
- Tax Planning & Efficiency
- Trust Services & Estate Planning
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Location
Land O Lakes Office
- Phone:
- 813-536-5058