Assisting Closely Held Businesses & Families to Create and Protect Wealth for Over 30 Years

A Message From Grant Gier

"As a Business & Estate Planning Advisor with over 30 years experience with Northwestern Mutual, it is my mission to help clients attain financial security for their families and businesses. I am committed to providing expert guidance and innovative solutions as clients are making some of the most important planning decisions in their lives. Because none of us can predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship with you based on quality service and integrity."

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Value Proposition

Business Planning

I work with business owners throughout all stages of the business life cycle from start-up to succession. I partner with additional advisors to help develop and implement the drivers that can create, grow and protect your business's value. These areas would include:

  • Risk Management: Protect your business against two critical risks—disability and/or premature death of owners & key employees.
  • Non-Qualified Benefits: Use non-qualified plans to supplement existing benefit plans to recruit, retain and reward valuable contributors to your business.
  • Business Succession: Take advantage of our expertise, strategies and tools to smoothly transition your business to the next generation of owners.

Estate Planning

You work your whole life to build your estate. You should have control over what happens to it upon your death. Building a lasting legacy takes more than simply accumulating a large portfolio. You need a solution that remains flexible enough to allow you to maintain maxium control of your assets and enjoy them during your lifetime while you prepare for the efficicent transfer of assets after you die. I work collaboratively with clients to ensure that their goals relating to a financially secure retirement and legacy planning are properly identified and that a disciplined, realistic plan is put in place to achieve success. Tools used to assist in achieving this success include:

  • Financial Planning
  • Tax Efficient Savings Strategies
  • Investment Planning
  • Insurance

As a Business & Estate Planning Advisor with Northwestern Mutual, I have access to their exclusive services and products.  However, it is my goal to ALWAYS do what is in the best interest of my clients and can avail myself to a variety of products and resources (outside of Northwestern Mutual) to deliver solutions to match the need!

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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