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Grant Gremel
Are You Losing $50K+ Yearly to Disconnected Financial Advice?
Your CPA, financial advisor, and attorney don't coordinate. The result? Hidden tax leaks, overlapping insurance, and wealth-building opportunities slipping away. In 60 seconds, discover what's costing you.
"Grant helped me identify $73K in tax savings I was missing. My previous advisor never caught these opportunities."
— Michael T., Tech Executive ($450K/year)
"Finally, someone who coordinates everything. Grant found overlapping insurance policies costing me $12K/year for no reason."
— Sarah K., Business Owner ($2.1M net worth)
Not for beginners: This assessment is designed for professionals with complex financial situations.
Meet Grant Gremel
A personal message about why this assessment was created
As a Wealth Management Advisor at Northwestern Mutual, I've worked with hundreds of high-earning professionals who share the same frustration: despite making great money, their wealth feels scattered and out of control.
I created this complimentary assessment because I kept seeing the same patterns — smart, successful people losing tens of thousands in unnecessary taxes, paying for overlapping insurance policies, and working with multiple advisors who never talk to each other.
My background as a former D1 quarterback taught me the importance of having a coordinated game plan. Your wealth deserves the same strategic approach.
In the next 60 seconds, you'll discover exactly where your wealth is leaking — and get a personalized 90-day action plan to fix it.
Northwestern Mutual
165+ years of financial strength
Fiduciary Standard
Your interests first, always
500+ HNW Clients
Avg. net worth $1.2M+
$2.3M Avg. Savings
Per client over 5 years
What You'll Get Instantly
Your $500 Wealth Clarity Report (FREE today) pinpoints:
Hidden leaks in your plan
Identify tax inefficiencies, overlapping coverage, and coordination gaps costing you $20K-$100K+ annually.
Smart ways to align income & assets
See how your CPA, advisor, and attorney should coordinate to maximize wealth protection and growth.
Clear next steps to grow and protect wealth
Get your personalized 90-day action plan prioritizing the highest-impact opportunities first.
How It Works
Get clarity on your wealth in three simple steps
Take the 60-Second Assessment
Answer 8 quick questions about your financial situation, goals, and concerns.
Get Your Personalized Report
Receive instant insights showing where your wealth is leaking and your 90-day optimization roadmap.
Book Your Strategy Call
Discuss your report with Grant in a complimentary 30-minute call. Zero pressure, just honest guidance.
You've Built the Income — Now Build the Clarity.
Your income created your lifestyle. Now create control. Take 60 seconds to see what's holding you back — and how to move forward.
For informational purposes only. Not a solicitation for any specific product or investment. Results are educational and confidential.