Grant Germscheid
Investment Representative
Over the past 3 years in this industry, I have worked to help clients discover their immediate and long term goals. Using a personalized approach to understand their goals we can develop a comprehensive financial plan keeping in mind all aspects of their financial objectives, such as cash flow planning, risk management, investment planning, tax planning, retirement planning, and estate planning.
I believe that educating my clients is key to a lasting relationship. Clients can understand the investment selections we have chosen and see how it plays into the larger picture of their journey to pursue their goals. It is truly a partnership between the clients and myself so that we understand how the decisions we make today will affects us into the future.
As your LPL Investment Advisor Representative, I am eager to meet you and discuss your financial goals and objectives. TopLine Investment Services offers access to a broad selection of investment products to address your needs. Please call me at 763-391-0894 or email ggermscheid@TopLineInvestments.com to schedule our complimentary, no-obligation consultation.
