Our Services
Retirement Planning
Retirement planning is not a one-size-fits-all exercise. Every plan is different because no two people have the same income, the same goals, or the same circumstances.
You can count on our team to personalize a retirement plan for your specific needs and goals.
Small Business Owners
As a small business owner, you're not just building a company - you're building your future and helping your team secure theirs. We partner with you to craft retirement benefits that attract and retain top talent, reduce your tax burden, and align with both your business goals and personal financial picture.
GrantMarshall Retirement & Wealth Planning teams up with LexAurum Advisors, which allows us to collaborate closely with a network of experienced advisors, and keep up with compliance, paperwork, and the regulatory side of the finance industry. Through this partnership, we have direct access to two Chartered Financial Analysts who support us in portfolio management. These analysts, help build and manage client portfolios to ensure you receive the highest level of knowledge and care.
Investment Management
We build personalized investment portfolios designed to align with your goals, risk tolerance, and time horizon. Our approach focuses on diversification, discipline, and long-term strategy—helping you stay invested through all market conditions.
Whether your needs call for stocks, bonds, or global exposure, we tailor each portfolio with intention, so you can invest with clarity and confidence.
Thank You.
Celebrating 40 years in the industry, I’m deeply grateful to my clients for their trust and partnership.
It has been an honor to serve you—and a joy to build relationships that go far beyond the professional. Thank you for allowing me to be part of your lives and your financial journeys.