Skip to content

What We Do

GrandView Financial Group, LLC Home

Client Resources
Contact

Pre Meeting Questionnaire

In preparation for your upcoming meeting with GrandView Financial Group, please complete the following information.

General Information

Full Name(Required)

Age(Required)

Self Employed(Required)

Yes

No

Occupation(Required)

Email(Required)

Phone(Required)

Spouse's Full Name

Spouse's Age

Self Employed

Yes

No

Spouse's Occupation

Assets & Liabilities

Total Assets ($)(Required)

Liquid Assets ($)(Required)

Total Debts ($)(Required)

Please list the financial topics you would like to discuss(Required)

GrandView Financial Group, LLC Home

Office: (205) 262-1120

Fax: (205) 262-1118

3168 Cahaba Heights Road

Birmingham, AL 35243

© 2026 GrandView Financial Group, LLC.

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and advisory services offered through LPL Financial a registered investment advisor. Member FINRA/SIPC.

The registered representatives associated with LPL Financial may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

This site is protected by

reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

What We Do
Client Resources
Contact