S. Alexis Grason (CFP, RICP®)
S. Alexis Grason focuses in the
following client markets or areas of practice:
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- College/Education Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Novice Investors
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Money can be stressful and messy especially when you throw the natural twists and turns of life into the equation. My 18 years in the industry has taught me there is power in creating a welcoming environment, so we can untangle the topic and simplify things together.
Women face unique challenges when it comes to seasons of life and transitions, family dynamics, earning potential, and longevity. I enjoy working with strong, resilient women who work hard, play hard, and have saved (or are working to save!) substantial wealth.
These women want to feel heard, understood, and appreciated. They want to be part of the process of planning their future; these women need and want more than just investment advice.
Additional Information
When I’m not helping clients build abundant lives I enjoy spending time with my family and two rescue pups. Reading a good book with a cup of tea is at the top of my list too!
NAPFA Start Date
September 07, 2018
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