Growing Your Success.
Managing the Complexity.
“Colton Groome taught us that money’s primary role is the accomplishment of what’s possible. So that’s where they started: what could our life look like if we think beyond the obvious?”
CGF Financial Planning Client
(unpaid testimonial, 12/10/20)
Financial Planning
A Custom Approach to Your Needs, Goals & Risk Tolerance
Don’t be put off by the complexity that may come with increasing your net worth over a lifetime. The question is:
- Do you have a plan for increasing financial opportunities throughout your life?
- Who is helping you manage the complexity as your wealth grows?
- Who will track the execution and results?
- How long will your advisor guide you and the next generation?
This is where our people shine. No matter how diverse your income sources, assets, or investments, our integrated method will make your situation easy to understand. You will know exactly where you are in pursuit of your goals.
It’s your wealth – you deserve to see how it’s working for you.
Curious to see what guidance Colton Groome can offer you?
The Genius of CGF’s Comprehensive Approach
Our financial planning service combines two powerful components:
- A DEDICATED TEAM of financial management specialists to help you build and manage a lifelong financial plan.
- PREMIER TOOLS that help you manage today’s finances AND track any strategy we create and manage for you.
The Power of Team + Tools
When you utilize both our team and state-of-the-art tools you enjoy:
- 7 Decades of financial and insurance expertise.
- Proactively scheduled financial planning meetings with access to your advisory team at any time.
- 24/7 access to your own custom site where you can monitor your financial outlook.
- An electronic vault to digitally safeguard and retrieve all of your vital documents whenever needed.
- The confidence of having a plan that can withstand unexpected shifts in the markets.
“Honestly, we couldn’t say what our 5-10-15 year plans and retirement goals were, or how we were moving toward those. The vision and insights from Colton Groome were invaluable.”
CGF Financial Planning Client
(unpaid testimonial, 12/18/20)
Your Plans are Unique. Your Investing Needs to Reflect That.
Whether you want us to manage your investments or you consider yourself a savvy investor, discover all we can offer you.
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*Unless otherwise noted, Valmark Securities, Inc. is not affiliated with any other company referenced in this document.
Wealth Management
Curious to see what guidance Colton Groome can offer you? Start with a complimentary no-obligation review of your situation. We’re confident you will find value in our insights and opinions.
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
