Who We Serve



As a father of two children, Tom knows one thing that every family has in common: the need to feel secure. Whether you are preparing for a child's college expenses, planning to leave a legacy for your descendants or protecting your family from a tragic loss, Tom’s team is here to help. Eager to get to know your family and help you design a strategy that is best suited to fit your needs, Tom Grant Financial is focused on families first.


Is your retirement plan everything you want it to be? Do you have a retirement plan to begin with? No matter the complexity or simplicity of your retirement plan, Tom’s team is here to help. With a desire to make retirement planning an experience that excites you for your next stage of life, Tom’s team creates strategies that are aligned with your needs and long-term goals. And with its expansive professional network, Tom Grant Financial will help you navigate the ins and outs of retirement so that you can spend more time doing what you love.

Business Owners

Business owners face financial challenges that are highly unique and potentially quite sensitive. Not only must business owners consider their own financial goals, but the goals that are tied to the future of their businesses. Tom Grant Financial has worked side-by-side with business owners to bring both clarity and confidence to their financial plans.

From creating 401k plans and key person strategies to succession and retirement plans, Tom Grant Financial is an asset to business owners and their own particular needs.


Let us serve you