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The Real Costs (and Benefits) of Buying a Home - Podcast
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Grantham Financial
Todd G Grantham
Wealth Management Advisor|CFP®, ChFC®, CASL®, MSFS, ChSNC®
Our Mission:
We are a practice built to serve the professionals in our community by helping them identify their own aspirations and goals. Our team is here to help every client achieve those goals by providing individualized financial plans and life strategies, as well as protections for loved ones.
Our Clients:
- Medical Professionals
- Business owners
- Individuals in or approaching retirement
Client Testimonial
I began working with Todd and Grantham Financial as I finished dental school at UNC in 2019. The transition to practicing dentistry coincided with starting a family, leaving me with lots of responsibilities and too little time. Todd and his team put together a comprehensive financial plan that addressed near term risks and concerns (managing student debt, etc.), and set my husband and I up on a plan to achieve future financial independence. Todd’s team helped organize and prioritize my different planning goals and systematically guided me through the strategy execution process. Fast forward a few years and I now own a dental practice and we have added a daughter to our family. Grantham Financial has been there every step of the way, guiding me through the purchase of my dental practice, advising and implementing a retirement plan for myself and my employees and making sure all these elements tied in to my family’s personal and financial goals. In many ways, Todd and his team are our “household CFO.”
Client Testimonial
My experience working with Todd and Grantham Financial came at a critical juncture in my life. My employer had recently gone through a major reorganization, and I was left to decide whether to face retirement earlier than I had planned or try to find other options in the working world. Retiring would also include navigating health care until becoming eligible for Medicare. Todd and his team put together a comprehensive plan which confirmed I could in fact retire and still maintain my standard of living. Knowing I could securely retire has brought peace of mind so I can focus on the next adventure of life without worrying about finances. Working with Todd and his team over the years has allowed me the continued emotional freedom to spend time on projects, travel, and family with the confidence that they are keeping track of all things in the financial world for me. I love working with Todd and his full team!
Client Testimonial
I’ve always been frugal with my spending and deliberate about saving, with the intent to enjoy a fulfilling life while being prepared for retirement. So, when I first met Todd, I was skeptical about how his firm could truly help me. However, after relying on Todd and Grantham Financial as my trusted advisors for over two decades, I am deeply grateful for their consistent guidance throughout my life’s journey. From my early days as a single young adult with a solid income and minimal responsibilities, to providing for my family, to exploring countries around the world—all while navigating the ebbs and flows of my career—I never doubted that they were always looking out for my best interests. They’ve offered credible, sage advice tailored to my financial goals, empowering me to enjoy life while confidently moving through each major milestone, knowing my financial plan remained solid—even when unexpected events occurred. Now, as I prepare to transition into retirement over the next two decades, I’m confident that Todd and his team have positioned me for continued, worry-free success. My family and I are ready to enjoy the fruits of my labor and the results of their thoughtful guidance. I’m truly thankful for Grantham Financials' decades-long partnership and wholeheartedly vouch for their financial expertise tempered with genuine empathy. Cheers to Todd and his team!
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.
Jeff Michaels earns CFA® charter
Congratulations to Jeff Michaels for earning his CFA® charter. The CFA® credential is the most respected and recognized investment designation in the world as it demonstrates superior competency in advanced portfolio management, financial expertise, and technical skills, underpinned by ethical conduct and the highest standards of practice. Successful CFA® Program candidates report they spend an average of 1,000 hours, in aggregate, studying for all three levels. He received his certificate during a ceremony in Charlotte on January 15th.
Grantham Financial & Northwestern Mutual Team Wrapped over 14,000 Diapers!
We had a great time wrapping diapers for the diaper bank. Grantham Financial and other Northwestern Mutual teams worked together to wrap 14,000 diapers! We invite other teams and clients to join us next quarter, May 9 from 9-11 to see how many diapers we can wrap! It's always a good time. The staff at the diaper bank shows you the ropes, it's so fun and rewarding! Kids are welcome too!
Charissa is becoming an AWMA
In a little over a year since joining our team, Charissa obtained her life, health, and LTC insurance licenses, as well as her Series 7 and 63. She has now completed all requirements and is waiting for approval to be an Associate Wealth Management Advisor. We are so proud of the work she does every day and her professional growth with our team. We can't wait to see what she accomplishes next!
Alex's Lemonade Stand Foundation
Jeff, Madison, and Charissa (and Madison's dog, Nick) walked to raise money for research for Alex's Lemonade Stand Foundation. ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours. Learn more about this amazing organization here.
Making Porch Signs
Grantham Financial works with many local business owners to develop financial plans. Through our planning work, we're able to help them develop an exit strategy, attract and retain top talent through employee benefit plans, and balance personal and professional financial goals. Our team is committed to supporting local businesses, even when we do social events. We had a fun evening painting porch signs at AR Workshop, a local Durham business.
Diaper Bank of NC
Our team visits the NC Diaper Bank quarterly to wrap diapers for distribution to the community. This time, we recruited some other people from our office, and the 7 of us wrapped 6,000 diapers. This represents a small fraction the 3 million diapers they give out each year. Check out their website and how you can support their amazing work here.
Team Retreat
We're together while we work every day, but once a quarter we take the time to spend intentional time working on the business- and also to have some fun!
Celebrating 30 years!
It's official- as of August 2021, Todd has been working in financial services for 30 years! He has enjoyed every bit of those years, helping clients and friends, although he does miss that hair.
Newest Member of the Grantham Financial Family!
Jeff and his wife, Maggie, welcomed their third daughter on 9/19/2019 at 5:10 pm. We are grateful to add Hattie Elizabeth Michaels to the Grantham Financial family.
T-Lead Program
Jeff has completed the inaugural year of the T-Lead program, a leadership development program for team members in our firm. This program is designed to foster the growth of each member, and the year culminated with a final project focused on improving our office culture. On top of spending valuable time with his family and improving his game on the golf course, Jeff is constantly striving to better himself, his coworkers, and our firm.
