Many people attempt to manage their finances on their own; however, if you choose the DIY method, you open yourself up to a multitude of potentially costly missteps. Partnering with a financial advisor is the wisest choice to ensure you’re maximizing your hard-earned money now and for your future. But not just any financial advisor will do.
Grace Wealth Management Group is a holistic financial management firm, and we pride ourselves in offering the very best to our clients when developing a comprehensive and customized financial plan that works for each individual and their family. We offer sound guidance based on our clients’ unique needs and goals; as independent advisors, our priority is doing what is best for them. We are not beholden to any particular strategy or agenda because we are not tied to any investment firm or forced to push financial products that aren’t a good fit for our clients.
We want our clients to know that as independent financial advisors and fiduciaries, we are held to the highest standard of care and will always work in their best interest. If you’re considering enlisting professional help with your finances, below we outline just a few reasons why independent advisors will benefit you in developing and maintaining a wealth management plan for you and your family.
Unbiased Advice Based On Your Finances
As independent advisors, the guidance we offer our clients is objective and unbiased because we are not tied to any particular financial company or investment firm. This means we can take a look at your financial picture and talk to you about what you want for your future and recommend financial products that will help you from a myriad of different sources. We don’t stay within one investment firm or recommend products to meet some sort of quota. As such, you can count on us as independent advisors to give you access to the products that are tailor-made to fit your needs.
Complex Financial Needs Require Complex Plans
Many of our clients enjoy a high net worth, and as such, their financial plans require a variety of different financial tools. Luckily, as independent advisors with many years of experience, we know the right financial tools for any client with a complex financial outlook. We also have the knowledge to design financial and wealth management plans that work for people and families who have complicated financial situations.
We Build Relationships
At Grace Wealth Management Group, we know our clients personally and have developed personal relationships with many of them. Because of this, we only offer advice that is aligned with our clients’ goals and make a point to keep up with any change in their situation that could affect their financial plan.
For more than 24 years we have built a practice that is based on trust and mutual respect, and we hold ourselves personally responsible to our clients. They know they can always count on us. We also strive to inform and educate our clients by offering complimentary dinner workshops, which are designed to equip you with the best possible tools to make well-thought-out decisions that get you closer to reaching your financial goals.
If it sounds like our firm would be a good fit to partner with you on your financial journey and help you develop and maintain your wealth plan, schedule an appointment here.
About Jim Peters
Jim Peters is an independent financial advisor and the founder of Grace Wealth Management Group, Inc., a full-service financial firm committed to helping people pursue their financial goals. With more than 24 years of experience in the industry, Jim combines his extensive knowledge with his genuine interest in helping people pursue financial independence. Beyond his experience, he is certified as both a Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®), meaning he has advanced training and knowledge in financial planning and insurance. Based in Irvine, California, Jim specializes in working with individuals, families, and businesses throughout Orange County. To learn more, connect with Jim on LinkedIn or visit www.financialadvisorirvine.com.