26 Nov

Giving Thanks and Making an Impact

Grant Blindbury

Grant Blindbury

Grant Blindbury has been working in the Investment Advisory industry since 2003 managing assets of affluent individuals and pension plans. Grant earned his bachelor's degree in Business & Economics at the University of California at Los Angeles (UCLA) in 2001. Grant specializes in working with clients approaching or entering retirement and positions them for success by coordinating their most important financial affairs. Grant's goal, as his client’s personal CFO, is to deliver both the financial outcome and experience necessary to accomplish their most important goals. In 2007, Grant earned the professional credential CERTIFIED FINANCIAL PLANNER™ (CFP®). He is president of his local Estate Planning Council and participates in multiple professional learning groups. He is on the Board of Directors for Big Brothers Big Sisters of Ventura County as well as being a “Big” himself. From the outset he was drawn to the client-centric model that fee-based advisory services provided and joined forces with Fields Financial Associates, Inc. He would later partner with the founders of Fields Financial Associates to form FMB Wealth Management. He has been a licensed Investment Advisor since 2003.
Grant Blindbury

As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission statement that allows members of all ages to participate in making donations to organizations that speak to your heart and values? Would you like your investment portfolio to be aligned with your views on important environmental and social issues?  

At FMB Wealth Management, we have developed an Impact Planning Program to help you address all of these questions and more.  We start by helping you determine what causes are most important to you and then work to develop a strategy that allows you to make the biggest impact in the most financially prudent way. It’s also a wonderful way to have meaningful conversations with your loved ones about the type of legacy you’d like to leave behind. 

While many of our clients make annual charitable donations and place a high value on helping others and the world around them, we have found that few have a well defined giving plan or know how to go about creating one.  Our Impact Planning Program provides a step by step process to guide you toward creating a true philanthropic vision and action plan.  We walk you through that process together with your CPA and estate planning attorney, so we can help you create the most tax efficient strategy that allows you to support the causes that matter most to you.  

However,  it’s not just all about giving money, it’s also about investing your money so that it supports the companies that are putting their resources toward the environmental or social issues that are important to you.  Our Sustainability Portfolios allow us to apply filters that identify companies with the lowest emissions, fair labor practices and largest resources devoted to green energy sources for example.  

Please reach out if any of these ideas resonate with you. We are very passionate about this area of our overall wealth management process and we’d love to tell you more.  

Have a wonderful Thanksgiving!

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