Grunawalt BAER Financial

Our Vision

Our mission is to empower individuals, families, and businesses to achieve financial clarity, security, and prosperity through personalized financial planning. We believe in fostering meaningful and lasting relationships with our clients, built on trust, transparency, and collaborative guidance.

Who We Are

Verso Financial is a boutique financial planning firm led by Kevin M. Grunawalt, a seasoned financial advisor with over 30 years of industry experience. Our team of experienced professionals provides customized financial plans tailored to your unique goals and circumstances.

Our Values

We uphold the highest standards of ethical conduct and integrity. Our values guide us in every aspect of our work, including:

• Client-centeredness: We prioritize your needs and goals, working collaboratively with you every step of the way.
• Integrity: We remain transparent and accountable in our financial planning process.
• Sustainability: We advocate for responsible investing and financial planning that considers the long-term impact on your life and the environment.
• Collaboration: We work as a team to provide comprehensive and holistic financial guidance.

Our Services

We offer a comprehensive range of services to meet your diverse financial needs, including:

**Investment Strategies

• Personalized portfolio analysis and construction
• Goal-driven investment solutions
• Comprehensive risk assessment and management

**Retirement Planning

• Comprehensive retirement plan analysis and optimization
• Contribution strategies and investment options
• Post-retirement income planning and distribution

**Risk Management

• Comprehensive insurance review and recommendations
• Estate planning and legacy preservation strategies
• Discussion of potential risks like earthquakes, floods, and pandemics

**Business Planning

• Business valuation and financial planning
• Succession planning and continuity strategies
• Employee benefits and compensation planning

Why Choose Verso Financial?

• Extensive experience and proven track record
• Personalized and customized plans
• Collaborative and client-centered approach
• Transparency and open communication
• Access to a network of resources and partners

Let's discuss your financial goals today. Contact us to schedule a consultation and explore how we can help you achieve financial security and independence.