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Grand River Capital

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Physician Services

Welcome, Physicians.

Medical Economics1 nominated James D. Yurman “One of 150 Best Financial Advisors for Doctors in America” in 2004, 2016 & 2017.

A full-service consulting firm that exclusively serves the medical profession coast to coast, James D. Yurman provides custom-designed consulting services to individual physicians as well as physician group practices and medical institutions.

With dramatic, and frequent legislative and economic changes, we have reinforced the notion that specialization is the order of the day – both in medicine and in finance. Through many years of training, physicians specialize in the medical needs of their patients. So also, since 1962 James D. Yurman has served the specialized needs of physicians around the country.

[1] Source: Medical Economics – 150 Best Financial Advisors For Doctors 2004, 2016, 2017

We provide many services for physicians, including:

  1. Disability Income Analysis
  2. Life Insurance Analysis
  3. College Funding
  4. Retirement Planning
  5. Long-Term Care for Physicians
  6. Life Settlements for Physicians
  7. Estate Planning

We also have relationships with unaffiliated legal professionals who can provide services for physicians and employers, including:

  1. Employment Contract Review
  2. Employment Contract & Salary Arrangements
  3. Medical Practice Ownership Arrangements
  4. Fringe Benefit Planning
  5. 401(k) & IRA Rollover Investment Services

Contact Jim Yurman:

8500 Station Street – Suite 300G
Mentor, OH 44060
Office Phone: (440) 358 – 0605
MYREPCHAT Text: (216) 232 – 3416
E-mail: jyurman@grandriverllc.com

Other contact information:

VALMARK SECURITIES, INC.

130 Springside Drive, Suite 300
Akron, OH 44333-2431
(800) 765 – 5201

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Grand River Capital

8500 Station Street – Suite 300G
Mentor, OH 44060

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Disclosures

Any tax advice contained herein is of a general nature and is not intended for public dissemination. Further, you should seek specific tax advice from your tax professional before pursuing any idea contemplated herein. This advice is being provided solely as an incidental service to our business as financial planners and investment advisors.
Securities Offered Through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services Offered Through ValMark Advisers, Inc. a SEC Registered Investment Advisor
130 Springside Drive, Akron, Ohio 44333-2431 1-800-765-5201
Grand River Capital, LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
FINRA BrokerCheck
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Our site contains hyperlinks to other web sites operated by third parties. These links will take you away from our site. Please note that we do not guarantee the accuracy or completeness of any information presented on these sites.
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.

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