You have a unique life, unique circumstances, and unique goals. Don’t you deserve a unique financial plan to go with it? While many people may assume this, it is far too often for advisors and firms to sell proprietary products or have a sales quota to meet. I learned this during the early years of my career and realized it wasn’t the kind of role I wanted to play. I wasn’t comfortable with forcing my clients into cookie-cutter solutions because, simply put, there is no one-size-fits-all financial strategy.
After two decades in the industry, I formed my own independent firm, Grace Wealth Management Group, Inc., in order to avoid proprietary products and instead focus on tailored strategies individually designed for every person. Today, this remains the foundation of our mission and values, gives us a competitive advantage in this industry, and allows me and my team to bring the best ideas to the table for our clients’ consideration.
What We Do
As a full-service firm, we offer a wide range of financial products and services to individuals and business owners. Along with investment management and alternative investments many other firms do not have available for their clients, we also offer financial planning, insurance, corporate retirement plans, group insurance, and business planning. Through these comprehensive services and ongoing financial advice and education, we seek to cover all elements of their financial picture and leave no stone unturned.
Serving as the quarterback of their financial team, we also collaborate with their CPA, estate attorney, corporate trustee, banker, and other professionals to ensure their strategies align and are all on the same page. By providing comprehensive financial services from a caring team of professionals and maintaining a high-touch and personalized experience, we seek to serve as our clients’ most trusted financial consultant and help them make smart decisions with their money. With a dedicated team on your side, you can feel more confident as you navigate life’s challenges and planning opportunities.
How We Can Help
We believe that a strong planning process is the best way to create a financial security plan that protects your needs now and that plans for the future. We want to help you build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
We have established a process to do this that is based on two key aspects of financial security: asset protection and wealth creation. A plan must ensure financial security throughout your life, for you and your loved ones, and should provide income replacement and asset protection if the unthinkable were to happen, such as a disability, critical illness or death.
With these goals in mind, we work together to assess your total financial security planning needs, considering significant milestones such as major purchases, marriage, children, education, dreams and retirement. This plan will entail a regular review of ongoing financial management strategies.
This goal-based financial security planning approach is designed to help you define short and long-term goals, identify roadblocks or gaps that may impact your strategies, and regularly monitor your plan and make adjustments as needs change.
Taking Action
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? Learn more about my financial security planning process and how a financial security plan can help you pursue your goals by contacting me by phone at (949) 631-3840 or email at jpeters@cfiemail.com.
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.