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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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The ABCs of Zero Coupon Bonds

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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

 

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Insurance Needs Assessment: Married With Children

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Stop Wasting Money

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Long-Term-Care Protection Strategies

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles of Preserving Wealth

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Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Safeguard Your Digital Estate

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