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James V. Peters, CLU, ChFC

(949) 631-3840

Can Election Results Predict the Market? It May Be Time for a Financial Checkup Forecast
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Grace Wealth Management Group, Inc.

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make informed decisions to help reach them by our providing informed financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

 In addition to offering over 22 years of expertise in Financial Planning, we are now offering dinner workshops designed to inform and educate people to equip them with the best possible tools to make well thought out and educated decisions over their financial future and goals. Please consider joining us! We hold them at some of Irvine's top dining spots such as Il Fornaio's and Antonello Ristorante, to name a couple.These are free, relaxed no sales environment! For complete details:

COME JOIN US FOR A FREE DINNER!

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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Investments

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You’ve made investments your whole life. Work with us to help make the most of them.

 

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Thinking of Retiring Abroad?

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What Is a Roth 401(k)?

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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There are some smart strategies that may help you pursue your investment objectives

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A Fruitful Retirement: Social Security Benefit

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Investors seeking world investments can choose between global and international funds. What's the difference?

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