Discover your Life Map
Financial success starts with a detailed understanding of behavior and values.
Start Your Life Map Today!
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Who We Are
Grand Capital Management will always remain an Independent company. Our advisers have no inappropriate product sales quotas or proprietary portfolios to be pressured with. We provide investment advisory services on an Open-Architecture investment advisory platform, and provide financial insurance products with an independent insurance agency. This way, we can support our advisers being able to truly recommend what is in our clients best interest. We believe that reducing conflicts of interest for our advisors ends up being a positive outcome for our clients.
Our Services
Financial Planning
We provide our clients with comprehensive financial planning and investment advice that aligns with their values.
Investment Management
We understand our clients want the ability to make money, but they also want the protection from downside risk.
Business Valuation
Understanding the value of your business is an important component of retirement.
Medicare
Our advisers are well versed in the area of Medicare and will help facilitate the proper coverage.
Our Services
Financial Planning
We provide our clients with comprehensive financial planning and investment advice that aligns with their values.
Investment Management
We understand our clients want the ability to make money, but they also want the protection from downside risk.
Business Valuation
Understanding the value of your business is an important component of retirement.
Medicare
Our advisers are well versed in the area of Medicare and will help facilitate the proper coverage.
Our Process
We provide our clients with comprehensive financial planning and investment advice that aligns with values. We approach each client with a Step-by-Step process on how to achieve their financial goals.
The first step is to seek out where our clients are currently positioned in life. A full diagnoses of their financial position allows us to recommend what is in their best interest.
Once the discovery is completed, designing a plan of action is the next step. Our advisers will create a list of action points to take for our clients to implement.
Communication is key. Our advisers communicate with our clients through the implementation process. We will help navigate the recommendations made to our clients.
Once the financial plan is completely implemented, a completion log of each action point is provided. This brings assurance that all recommendations have been completed.
Each year, our advisers update our clients financial positions to make sure they are making progress in their net worth.
Our Process
We provide our clients with comprehensive financial planning and investment advice that aligns with values. We approach each client with a Step-by-Step process on how to achieve their financial goals.
The first step is to seek out where our clients are currently positioned in life. A full diagnoses of their financial position allows us to recommend what is in their best interest.
Once the discovery is completed, designing a plan of action is the next step. Our advisers will create a list of action points to take for our clients to implement.
Communication is key. Our advisers communicate with our clients through the implementation process. We will help navigate the recommendations made to our clients.
Once the financial plan is completely implemented, a completion log of each action point is provided. This brings assurance that all recommendations have been completed.
Each year, our advisers update our clients financial positions to make sure they are making progress in their net worth.
Start Your Life...Map
Contact us today to schedule and appointment with an adviser!