Grant Meyer
CFP®
GTS Financial
Founder | Financial Advisor | Positive Energy Provider
Grant Meyer
CFP®
GTS Financial
Founder | Financial Advisor | Positive Energy Provider
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Grant Meyer, CFP®
No jargon here, just straightforward advice! I'm a CERTIFIED FINANCIAL PLANNER™ and work with clients on a transparent, flat monthly fee basis. GTS Financial serves clients across the nation virtually and locally in the Twin Cities metro area.
Tired of searching online for solutions to your financial problems?
How about a transparent fee, so you actually know what you’re paying for?
If you have a question about money, we want to help. GTS Financial provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions.
Grant Meyer is never paid a commission of any kind as a fee-only, fiduciary, and independent financial advisor. He has a legal obligation to provide unbiased and trustworthy financial advice.
Grant Meyer, CFP® is the founder and financial planner at GTS Financial.
In 2008, I began my career in the financial advising industry after realizing that you didn’t have to be a stuffy guy in a suit selling things to people. My epiphany was that financial planning was about building relationships and working with people in their lives in many different ways.
I enjoy discussing what you want to accomplish in your life, not just with money, but maybe your fitness or nutrition goals, relationship hopes, career aspirations, etc.
The greatest compliment you can give me is to allow me to bring positive energy into your life.
Grant Meyer is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Unlike many companies, we're not looking to work with just anyone.
We strive to build relationships with the people we do our best work with. Rather than having an account with some large company where you're one of many, wouldn't you like to find someone who gets you?
Here are some of the qualities we look for in our clients:
- Value more than just money management
- Want to do good for themselves and the world around them
- Expect open, collaborative communication
- Coaching centric partnership
- Want to delegate
- Value input
- Believe in the power of kindness
- Looking for well-being in all areas of life
Having the right mindset and value alignment is important to us. In addition, we do our best work with:
Widows & Widowers
When you are grieving, the last thing you want to face is the pressure of major financial decisions. Our advisors have special experience in working with widows and would like to help guide you through this difficult time.
Retirees
We aim to take the complexity out of retirement.
Some common questions we help with are: Do I have enough to retire? How much can we spend in retirement? What will healthcare costs be? When should we claim Social Security?
All of these decisions are important, and you may only get one chance to make the right choice.
Women
Often, women are afraid to ask for help when it comes to personal finances because they have traditionally taken a back seat in these matters.
Let our team empower you with financial knowledge.
We don’t just have conversations around investments, our goal is to take your unique challenges as a woman into consideration so that your financial literacy creates the confidence you need to take charge of your finances. We pride ourselves on creating an environment that challenges the “old school” approach to women and investing.
Young Professionals
Exciting changes are happening in your career and life. Understanding how to navigate your rising income and benefits, paying off college debt, getting married, or buying a home are important decisions that can impact your future.
We can help you capture opportunities and minimize threats to your growing nest egg.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Grant Meyer is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
-
Grant Meyer is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Grant Meyer is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
-
Grant Meyer is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Grant Meyer Serves on the Public Relations Committee for the FPA of Minnesota
-
Grant Meyer Volunteers as a Pro Bono Coach for Wings for Widows, providing financial advice and planning to new widows and widowers experiencing financial trauma
-
Grant Meyer Named One of the Top 10 Advisors to Watch in 2021 by Financial Advisor Magazine
-
Grant Meyer is Quoted in Advisors Magazine: "From Values-Based Investing To helping play Cupid"
-
Grant Meyer is Interviewed on KSTP.com: "Economic uncertainty has some exploring alternate investments, like vintage toys and collectibles"
-
Grant Meyer Discusses the 10th Annual Twin Cities Financial Planning Day with KARE 11 News
-
Grant Meyer is Mentioned on the Urban Growler: "Urban Growler founders, at weekend financial planning event, will show how scrimping paid off"
-
Grant Meyer is Quoted in the StarTribune: "How to build wealth when you don't own your home"
-
Grant Meyer is Quoted on Experian: "Why Do Minneapolis-St. Paul Residents Have the Highest Credit Scores in the US?"
Contact Grant Meyer
Office Locations:
-
3800 American Blvd W
Suite 1500
Bloomington, MN 55431
