Bayside Financial Group

Imagine a firm with experienced, independent professionals who are focused single-mindedly on the accomplishment of your most cherished financial goals. Welcome to Bayside Financial Group.

Our mission is to provide independent and objective financial solutions in a warm, friendly, professional environment.

Our ideal clients are conservative by nature and prudent with money. They have the ability to manage their own financial affairs, but understand that time is better spent doing what they love. Our clients are retired or nearing retirement. They are professionals, business owners, retirees, and public employees who want to grow their wealth and efficiently pass it on to the next generation.

If you have $500,000 or more, Bayside Financial Group is here to help you visualize your ideal lifestyle and develop the financial strategies to reach them. While all of our clients are unique, they have one thing in common; they want a long-term, independent advisory relationship with open communication and clearly defined goals and objectives.  We look forward to hearing from you.

 

Douglas W. Grover CFP®

Wealth Advisor
doug@baysidefinancialgroup.net

Doug Grover, CFP®, has built a successful career helping his clients prepare and enjoy their retirements.  He specializes in showing his clients how to avoid outliving their money.  His clients are conservative by nature and prudent with money and are in

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Wendy Grover

Office Manager
wendy@baysidefinancialgroup.net

Over the last 20 years, Wendy has worked as a sales & marketing professional in the automotive aftermarket and sports industry, and also helped run a small nonprofit organization.  Her experience includes new business development overseeing multi-million dollar budgets; managi

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Bayside Financial Group manages assets for individuals and families, providing investment management, and financial planning services.

 

Financial Planning

(through Cambridge)
 

Retirement Planning

(through Cambridge)
 

Investments

(through Broker/Dealer Cambridge Investment Research, Inc.)
 

Insurance

(through Bayside Financial Group)

Latest Blog Posts

Retirement Isn't Just About How Much You Save. It's About When.

Doug Grover |
Categories
Retirement
Risk Management
Investments
Finance
Savings
You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things. The difference often comes down to a factor many retirement checklists leave out entirely: timing. A lot of advice fixates on a single number: the balance. Have I saved enough? It's an important question. But it assumes that two people who...

Permission to Spend in Retirement: A Skill Rarely Taught

Doug Grover |
Categories
Retirement
Lifestyle
Finance
Savings
Family
For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite. Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every balance don't switch off just because your career did. The Switch Most Savers Struggle to Flip Researchers who study retirement have been paying...

What to Do With Your Next Dollar: A Financial Order of Operations

Doug Grover |
Categories
Finance
Savings
Investments
Retirement
Risk Management
What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order. That's a harder question than it looks. Each of these priorities is sound on its own. Max out the retirement contributions. Pay down the balances. Build the cushion. Put money to work in the market. But...