Dream • Plan • Enjoy
Financial Planning & Wealth management
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Learn About Our Planning Processes:
The ARC Process™ is a goals-based planning process designed to aid individuals through the asset accumulation phase of their lives. The analysis includes emergency, education & retirement savings, as well as survivorship needs.
The RISK Process™ is designed to assist an individual’s transition into retirement by focusing on the key risks encountered in the income distribution phase of their lives. The analysis includes an income assessment, as well as social security, long term care, and legacy planning.
Valmark member offices have access to thousands of different investment strategies, covering all major styles of investing. Valmark’s team has over 75 years of combined investment management experience.
Let’s face it. We all want financial security. Let us help you get there.
We have years of experience in the planning process. Our financial tools provide individualized cash flow and risk management plans. These plans will serve as a road map through good times and tough times.
We also have the practical knowledge that comes only through life lessons. After all, we are people just like you. We are parents, grandparents, we have experienced joy, and we have lost those we love. We are business owners and we are employees. The Golden Rule guides our process of advising you through a complex financial world.
There may be some bumps on the road ahead, but you can count on us to help you overcome any challenges. We have the professional designations to transfer risk wherever possible. And real-life experience teaches us to expect the unexpected, adapting to your changing needs and interests.
The path to financial security is a great adventure. We’d be honored to be your partner on the journey.
Like you, all clients have specific circumstances, interests and needs. We search for clients whom we can best serve with our particular area of expertise. We feel that it is important to limit our number of clients so that we have ample more time available to truly work with our clients.
We pride ourselves on taking the necessary time to attend to every detail of our clients’ specific needs!
Your Wealth Management Dashboard makes it easy to manage both your wealth and well-being. Your Wealth Management System employs the most advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.
Watch financial EDU videos, and episodes of our Golden Opportunities TV series.
Rethinking Retirement Podcast
We have revised our Rethinking Retirement Radio series into a podcast. Click for episode info and listening links:
Contact us to get started
Reach out to us for your free no-obligation consultation:
Grand River Capital, LLC
8500 Station Street
Mentor, OH 44060
Phone: (440) 358 – 0605
Toll-Free: (800) 672 – 0106
Fax: (440) 358 – 0625