Products and services. Aligned with your priorities.
Financial services have become transactional and impersonal. The Groleau Financial Group believes everyone should have the opportunity to access Dedicated Planning Services that is tailored to their goals, needs and values. We know that clients benefit from working with us so that we can listen to your questions and concerns to be sure we are providing truly custom advice and excellent customer service. Contact us today to schedule a free consultation! Dedicated Planning Services Include: -Establishing your financial vision -Review of your current situation -Your goals and values drive our analysis -Strategies to keep you on track -Written recommendations and advice -Coordination with other professionals if needed. Then, our partnership does not have to stop there; Most clients choose to work together so that we can deliver ongoing analysis and advice. We partner with clients on many topics, including: - Retirement - Investment Solutions - Socially Responsible/ESG Portfolios - Education planning - Social Security maximization - Solutions for Small Business - Charitable Giving Strategies It is our job to track the progress to make sure you are on pace to what is important to you and your family. Partnering with us is so much more than a transaction, it is a relationship where we come alongside you, your family or small business throughout your financial journey.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
