Lifestyle & Legacy Advocate, J. Grant Management
Our goal is to provide Generational Wealth Plans (both business and personal). Legacy establishment and Lifestyle forecasting is done through fundamentally sound concepts, techniques and strategies.
Our mission is to help communities become financially literate, debt free, and legacy driven through financial planning to achieve financial independence that is goal oriented not product driven.
Experienced Investment Advisor with a demonstrated history of working in the financial service industry. Skilled in Asset Management, Multi-generational Wealth Transfer and various financial service platforms.