Our Insights
Debt vs. Strategy: Which One Are You Using to Grow Your Business?
If you think a loan will grow your business, think again. Discover why strategy, not debt, is the foundation of financial transformation.
Stop Using Your Personal Credit for Business
Still using personal credit to fund your business? Here’s why that’s risky, and what lenders actually want to see before saying yes.
Denied a Loan? Fix This First
Most small business loans get denied not because of bad ideas but because of poor fundability. Here’s how to fix that, step-by-step.
Index Universal Life Insurance (IUL), Explained in Response to George Kamel
Is IUL a scam or smart strategy? Discover the truth about Indexed Universal Life, tax-free growth, and how to avoid costly mistakes.
When $500 a Month Changed Everything: Two Real Stories of Smarter Wealth Building
Discover how two clients transformed $500/month into tax-free retirement income, protection, and legacy using Indexed Universal Life insurance.
Beyond Budgeting: How Grundy Builds Long-Term Wealth Roadmaps
Budgeting is a tool, but real wealth requires vision. Discover how Grundy’s custom strategies help families plan, grow, and protect their financial future.
What Is a Financial Needs Analysis and Why It Changes Everything
A Financial Needs Analysis is more than a check-up. It’s the blueprint for your financial future. Learn how Grundy turns clarity into long-term strategy.
Who We Serve and Why It Matters
We serve families, executives, retirees, and dreamers seeking clarity, control, and legacy-driven financial strategies rooted in purpose.
The Family That Sparked It All
Discover how one family’s IUL strategy unlocked home upgrades, dream vacations, and lasting financial peace. Real story, real transformation.
From Pastor to Strategist: Why Adam’s Different From 97% of Agents
From pulpit to portfolio: discover how Adam’s faith-driven journey led to a 97% difference in strategy, service, and results for his clients.