Harry Grant, CEPA®

Harry Grant, CEPA®

Principal

HARRY GRANT  CEPA® 

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PROFESSIONAL BACKGROUND

My background includes all operational aspects of several successful small businesses from family enterprises, a corporate management unit, consulting for A/R management, managing a series of self-governing organizations, and culminating in a start up to exit transition of a service-based business.  I transitioned to a financial services business to serve my clients and especially business owners and managers.  Based on these experiences, along with my business education, I know a solid financial plan is the best way to help your business grow and prosper. As a fellow entrepreneur, I specialize in creating a specific plan with measurable indicators, which leads your business to financial success, regardless of your business phase. I understand that while there are industry nuances, there are common success strategies.  I know what it takes, as well the sacrifices you as an owner, make to provide service to your stakeholders, such as your clients, your employees, your suppliers, your investors, and your family. I provide real-life resources from hard won experiences, which reveal your finances in a new light. The tools I offer for your business, move it towards your success goals, each step of the way. 

It’s my duty to act in your best interest and to make full and fair disclosures of material facts or conflicts of interest, if any.  My goal is the cultivation of financial client-coaching relationships, which builds financial enhancement for enjoyment of your life. 

EDUCATIONAL BACKGROUND

Harry holds Series 7 & 66 Securities Licenses with LPL Financial, and Texas Life and Health Licenses.  He has satisfied the NAIC suitability in Annuity training and maintains his certification in Texas Long Term Care Partnership program. 

Harry attained the Certified Exit Planning Advisor (CEPA®) designation.

He received his Bachelors in Business Administration from the University of Georgia, Terry College of Business, School of Finance, Insurance, and Real Estate,

 COMMUNITY SERVICE

Harry believes that community service is important because local issues are solved by local people. He serves as Junior Vice Commander for the Disabled American Veterans Auxiliary, Unit 42, Grand Prairie, TX in honor of our Veterans, including several family members who served our country.  He also supports with time, service, or resources several organizations such as Foreknown Ministries, Helping Us Help Her, Book Drive for Kids, Justice Reform, Granite City Life Skills, Ultimate Healing Kit, and the Grand Prairie Historical Organization (Past Secretary and Pioneer Day Chairperson).