Grant Chandler, Financial Advisor
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Divorce Finances
  • Wealth Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Estate & Legacy Strategies

About Grant

My mission is to help empower individuals to navigate the complex landscape of taxes in retirement. With a keen eye for detail and a deep understanding of the different tax buckets in retirement, my goal is to be the go-to advisor for clients seeking to optimize their financial future during their golden years.

Having worked with complex client's situations, I have developed strategies in crafting personalized tax mitigation strategies tailored to each client's unique needs and aspirations. I am passionate about helping retirees preserve their hard-earned wealth by creating financial strategies to help minimizing tax liabilities and maximizing their after-tax income.

With...

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Jacksonville St UnivBachelor of Science

Personal Interests

  • Coaching Sports
  • Hunting
  • Personal Fitness
  • Sports Enthusiast
  • Spending Time with Family

Team Members

  • Paige Gay
    Branch Office Administrator
  • Meredith Smith
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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