Margo Grandy on LinkedIn: Taxes are set to rise substantially in 2026 for owners of LLCs… (2024)

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money. Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

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When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6046e0ivp

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Learn more about this tool for securing your financial future—it’s not just for the rich.

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You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

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Rare, medium, medium-rare…on International Hamburger Day, there are so many ways to prepare a burger. And none of them would be wrong. After all, it’s all about personal taste.Creating a good financial plan with you is like that, as well–the plan I work on with you will be based on personal preferences. But possibly unlike your burger order–and I’m not judging!--all of my financial planning will be well done.

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SLATs can be an important estate planning tool for couples in certain situations. And with the lifetime estate tax exemption set to roughly halve at the end of 2025, now is an opportune moment to begin planning. I can help you get started.

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Right now, you may be thinking that a good financial plan is almost as far-fetched as unicorns and dragons. But I’m committed to working with you on creating one, without involving any ancient wizardry. Take our financial planning tour to start your journey today, and then reach out so I get you that much closer to living happily ever after. http://spr.ly/6040dzpT6

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Independent research finds that investments alone will only take you so far. I can help you build a plan to make your money work harder.

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Your favorite team. How much you love your pet. The marathon you just ran. There’s so much to share with the world when it comes to your car’s bumper. But I can't help thinking that having a financial plan is also worth being proud of, whether you’re doing it for yourself, a baby on board, or a student driver. Whatever the motivation, reach out to me today and find out why having a good plan is bumper-brag-worthy.

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