Financial Planner

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About this Episode

Army Veteran Grant Montgomery transitioned into to financial planning with Infinitas. Grant served just over 20 years as a Field Artillery Officer and enjoyed his career.  He finished in a ROTC role working with cadets which re-energized him. Grant always had a passion for financial planning and started his own investing at age 18.

Key Points of Discussion

• Getting to know Grant Montgomery
• Grant’s experience in the Army
• Financial Planning
• Infinitas as an independent operator
• Getting to know people
• Navigating different situations and various variables.

 Key Milestones of this Episode

 [01:51]  Getting to know Grant

 [03:45]  Interest in Financial Planning

 [06:18]  Grant’s transition from the Army

 [07:10]  Joining the financial planning world

 [15:09]  Analysis of Military Retirement vs. Insurance

 [19:50]  Different variables and situations

 [25:31]  Looking through a different lens

Key Quotes by Grant Montgomery

1. “My love for financial planning started at the age of 18 when I invested my life savings in a mutual fund.” 
2. “I’m a gear head, I love to work on cars.”
3. “We do look really deep into everyone’s personal and family situation since there are so many variables.”
4. “Everyone is unique and we need to account for those in the planning process.”

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About Our Guest Grant Montgomery

Grant truly loves being able to add financial value to family goals and improve their lives. He helps executives, professionals, business owners, military service members, and military veterans achieve their financial goals. People come to him  for direction with anything that affects them financially. Clients rely on Grant to guide them with their financial decisions. Managing your own finances has many emotional facets to it, and due to this, you may prefer to work with a professional. Carefully consider what level of risk you are comfortable with.

As a decorated Army Veteran, Grant Montgomery is very proud of his service and selfless service and sacrifice of so many others for our great nation. His wife, Christina, and their three children keep him grounded with what really matters in life.

Connect with Grant

LinkedIn

About Our Sponsor

Veteran entrepreneurs like you need a website address that will stand out. For a website address that will make you stand out, we highly recommend choosing a .US domain. .US is easy to remember and connects your cause or business with the country you’ve served. Reserve your .US domain name and website builder for just $1 at www.launchwith.US.

To hear more about Grant’s success, download this episode now.

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