Welcome to Grube Financial Services
YOUR ONE STOP FINANCIAL SHOP
Hi! My name is David J. Grube. I am the owner of Grube Financial Services, which is located in Allentown, Pennsylvania. I am a self-employed Certified Public Accountant, Chartered Life Underwriter, Chartered Financial Consultant, and Chartered Advisor for Senior Living. I am also a Registered Representative with Cetera Financial Specialists LLC and an Investment Adviser Representative with Cetera Investment Advisers LLC.
You know, everyday your life changes. With respect to planning your finances, understand that tax laws change, market conditions change and interest rates change. Over time, any one of these changes can have a dramatic impact on your financial situation.
With thousands of investment choices available in the market place today, choosing the right one is not easy. Working with a registered financial professional certainly makes sense for you when planning for a child`s education, your retirement, starting your own business, or your desire to gain financial independence.
If you are like most people, you have many questions like those listed below relating to financial matters that are very important for your current and future financial health.
- How should I start investing?
- When should I begin saving for various financial goals?
- How much will I need to retire?
- Where should I invest my IRA funds?
- Should I invest in a Traditional or Roth IRA?
- What should I do with my 401K distribution?
- How much will I need to fund my child’s education?
- Do I have enough life insurance?
- Should I buy term or some form of permanent life insurance?
- Do I need long-term care insurance to protect my assets?
With 34 years of tax experience and over 29 years of financial planning experience, I can assist you with the answers to these and other financial related questions.
Please feel free to explore this site to gain a better understanding of my practice and to see how I help people plan for and meet their financial goals.
If you ever have any questions, please send me an e-mail or give me a call.
Sincerely,
David J. Grube, CPA, CLU, ChFC, CASL
Understanding Today's Financial Environment
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Your Financial Future
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.