Dream • Plan • Enjoy
Financial Planning & Wealth management
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Please review the Customer Relationship Summary, which is a disclosure document that describes the services, fees, costs, and conflicts of interest associated with opening accounts and working with a member of our team as a registered representative of Valmark Securities, Inc., or as an Investment Advisor Representative of Valmark Advisers, Inc.
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.
A lot can change in a year. Our priorities shift, our goals evolve. Because life isn’t static, your finances aren’t, either. Our annual review is important. We examine the past year, evaluate how it could impact your future, and make adjustments to keep you on track.
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.
The path to financial security is a great adventure. We’d be honored to be your partner on the journey.
Virgil’s Corner
Virgil Dominic has a long career as a broadcaster. He has held many positions including being an NBC News correspondent with appearances on the TODAY show and being the anchor of a national radio newscast. Read his column here.
Virgil’s Corner #37
A SPRING AFTERNOON The sun shines down on silence. All is still. It seems the world has stopped, at least for a moment to contemplate its own self. What does it see? A sky that is achingly blue…a reflection of the Ocean, oh, so far away, but here before our eyes now. …
Virgil’s Corner #36
The Cat A slight beam of sunlight slipped into the darkened bedroom. Lying on the bed the cat slowly opened his eyes. Silently, he regarded the light with suspicion and annoyance. It had interruped his sleep and his dream of chasing butterflies throught the fields of flowers. He was just about to catch one when…
Virgil’s Corner #35
BY THE NUMBERS I am reading a book. It is about Numbers. Lots and lots of numbers. Thousands of numbers. Millions of them. Billions of them. Its premise is when numbers become so large we cannot comprehend them. The authors believe they have found a way to solve this. It is by telling mathematical stories.…
Client Resources
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.
Rethinking Retirement
“Rethinking Retirement” offers insight and advice to help make certain that your retirement years can be the happiest years of your life. Hear retiree Virgil Dominick discuss the financial issues of retirement with Jonathan Herbruck, CEO of Grand River Capital. The program also features special guests, who provide insights into other ways to thrive throughout your retirement years!
Learning Center
Watch financial EDU videos, and episodes of our Golden Opportunities TV series.
Financial EDU Videos
From Your 1st Portfolio to Asset Allocation, from College Savings to Healthcare Planning, get useful tips here. Contact us for personalized planning services.
Golden Opportunities
Golden Opportunities was the longest running locally produced television show in the Greater Cleveland area, ending its run in 2018. Each week, they sat…
Contact us to get started
Reach out to us for your free no-obligation consultation:
Grand River Capital, LLC
8500 Station Street
Suite 300G
Mentor, OH 44060
Email: jherbruck@grandriverllc.com
Email: jyurman@grandriverllc.com
Email: mkalmeyer@grandriverllc.com
Phone: (440) 358 – 0605
Toll-Free: (800) 672 – 0106
Fax: (440) 358 – 0625