The end of the year is a perfect time to give back to others and your community. Whether you’re an individual or a business owner, charitable donations benefit the recipient and provide tax advantages to the donor. [...]
As the end of the year approaches, it’s time to start thinking about what comes next for you in the New Year. Reviewing your financial situation can help you evaluate your financial health and set the stage [...]
Creating a steady retirement income stream is vital for independence and a fulfilling post-work life. While several retirement income strategies exist, not all provide the confidence necessary for this stage of life. This article outlines five well-known [...]
One of the major concerns people have when planning their retirement is how to protect their retirement savings from unforeseen medical expenses. Healthcare costs have steadily risen, but adequate planning can help maintain these costs in retirement. [...]
National Family Literacy Day is celebrated annually on November 1st. It was established to encourage families to partake in financial literacy-related activities together. It underlines the family’s vital role in nurturing their children’s financial literacy skills from [...]
Annuities, insurance products issued by insurance companies, are often recommended by insurance and financial professionals to investors. They are designed to provide a steady income stream in retirement. While there are benefits of annuities, they also have [...]
In recent years, there has been ongoing discussion and debate about potential changes to the Social Security system in the United States. This year is the same as the Social Security Administration, which is considering numerous changes [...]
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you’re a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. […]
Many people are concerned about financial independence as they approach retirement. Whether you’re a decade away from retirement or it’s near, there is no better time to implement these five tips than now. […]
The Social Security Administration (SSA) is a vital agency in the United States that provides financial support to eligible retirees through Social Security Retirement benefits. This critical aspect of retirement planning is often misunderstood, leading to confusion [...]
Financial Specialist
Gene Dinglé is a licensed life insurance agent affiliated with Grandview Financial Corporation. With foundational experience in final expense insurance, he helps individuals and families make clear, confident decisions about their financial protection. Originally from Stockton, California, he is committed to serving clients with charity, integrity, and careful guidance through life’s most important financial decisions.
Gene is a recent graduate of Biola University and currently continues his studies there as a seminarian. He enjoys analyzing films, listening to music, and studying niche pockets of history.
For a complimentary copy of Navigating Medicare and Medigap Insurance, complete the form below.
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For a complimentary copy of A Short Introduction to Long-Term Care, complete the form below.
For a complimentary copy of Legacy & Estate Planning–Understanding the Basics, complete the form below.
For a complimentary copy of Federal Employee’s Guide to Retirement, complete the form below.
For a complimentary copy of How to Exit Your Business and Enter Retirement, complete the form below.
For a complimentary copy of Tips to Help Avoid “Market Panic” Reaction, complete the form below.
To receive a complimentary copy of Principles of Retirement Planning, complete the form below.
For a complimentary copy of 6 Real Financial Risks You Could Face in Retirement, complete the form below.
For a complimentary copy of Maximizing Social Security: What You Need to Know to Get the Most Out of Your Benefit, complete the form below.
For a complimentary, no-obligation Retirement Review, complete the form below.
Retirement Benefits Specialist, Medicare and Healthcare Services
I have been helping my clients obtain financial independence for over 25 years now. Specializing in Medicare, Medicaid and Covered California products.
I have extensive experience with protecting families and business owners using life insurance strategies for both mortgage security and partnership agreements.
My newest passion is preparing clients for retirement. Converting 401K’s and traditional IRA’s into Private Pensions.
I am multilingual, speaking English, Punjabi and Hindi.
I’m ready to help with your financial path from start to finish. Contact us today.
Associate Partner
My name is Valeria. I have been a health administrator with Stanford for many years. I entered financial services 11 years ago. I have a passion for helping people in every way. I make it a point to listen to you and your specific needs for your family’s life plan,
from protecting the family home, planning for your children’s college fund, life insurance to protect your family’s estate from taxes, planning your retirement and growing your wealth, or just developing a strategy to leave a legacy in any way you desire.
I am pleased to specialize in life insurance options, annuities, long term care and Medicare insurance that help you achieve your individual goals. Reach out to me for a no pressure conversation to get started on your path.
Medicare and Welbe Health
Rona Ellen Grinnell is currently our CFO and Client advocate and also works full-time at Pizza Rock, where she manages the corporate accounting department for restaurant operations in multiple states by maintaining constant interaction with Company officers, managers and employees.
Rona has proven herself to be a very focused, hardworking and loyal contributor to the organization. For the last 25 years, Rona has excelled as an accountant, being promoted to the manager position for BACKBEAT, SH- BOOM, AURA and RUBY SKYE and Pizza Rock.
Prior to joining Pizza Rock, Rona was in the semiconductor industry as a production analyst and production control specialist.
A graduate from San Jose State University, Rona holds a bachelor’s degree in finance with a Minor in Economics. When not hard at work performing daily miracles, she enjoys spending time with her husband Michael, spoiling her dog Kaylee, collecting Hello Kitty items, antiquing and working on her house. Find Rona on LinkedIn
Founder
Michael is proud of his 12 years of educating and protecting countless high net worth business owners and families with private pensions, lifetime income, and tax reduction strategies.
He founded Grinnell Financial Group in 2020 after making the decision to become an Independent Financial Broker, which permitted him to focus on his clients’ needs and put their interests ahead of corporate America.
Collaborating with his team of skilled and sincere financial professionals to bring the best available options to hard-working people looking for honest solutions to their wealth and legacy protection.
Becoming an affiliate with Grandview Financial Corporation also allows me to collaborate with like-minded professionals to become better Advisors.
Reducing taxes after selling a business or when it’s time to retire and never run out of money. Then Michael is the right guy for you.
Something that may surprise you about me…
I find respite in cooking for family and friends. It has been a passion of mine for years. My beautiful wife and I love going to summer concerts at our favorite winery with friends and searching for special antiques. I love working on home projects and restoring an old car that we hope to have on the road this Spring!
To receive a complimentary copy of Tax-Free Retirement, complete the form below.
