Dream • Plan • Enjoy
Financial Planning & Wealth management
Scroll down to learn more about us.
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 #13
Some years ago, a man walked out of a metro subway station in downtown Washington, D.C. He wore blue jeans and a T-Shirt. Many people were hurrying by as the man went to the wall of a building and took up station right next to a trash can. Once settled, he opened a small case…
Virgil’s Corner #12
An Event on a Rainy Night The elderly lady was growing more concerned as the rain pelted down on the roof of her silent car. Outside her windows, other cars swept by, oblivious to the woman’s distress. Her trip had come to an abrupt end by a flat tire. For almost an hour now she…
Virgil’s Corner #11
Look for Kindness If we watch any news feed we can become overwhelmed by all the trouble in the world. But, Lloyd Nolan of “Music and the Spoken Word” gives us another perspective. It starts with a scene in an airport. An exhausted mother of two is gently trying to quiet her crying baby. Nearby the…
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.
Current Events and Retirement Tips
Read the latest posts from our blog:
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…
Rethinking Retirement Podcast
We have revised our Rethinking Retirement Radio series into a podcast. Click for episode info and listening links:
COMING SOON!
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
Phone: (440) 358 – 0605
Toll-Free: (800) 672 – 0106
Fax: (440) 358 – 0625