Login to view your Fidelity account(s) and access your electronic documents and statements.
Login to view your Charles Schwab account(s) and access your electronic documents and statements.
Retirement Planning
We’ll help you be able to live the life you’ve earned
You might have a clear idea of what you want in retirement or you might be at the early stages of considering it. We’ll help you to coordinate your investments and assets so that they will support your ongoing goals and objectives, even as those goals might shift. You’ve worked hard for your wealth, and we’ll help you make sure that your wealth can support the life you envision.
Retirement Planning Services
- Cash flow based plans
- Goal oriented modeling
- Planning for future non-financial issues
- Executive compensation analysis and recommendations
- Achieving financial independence strategies
- Planning for the next generation
- Stress tested/'What if' exploration
- Alternative scenarios evaluated
- Retirement spending strategy development
- Ownership transition planning
- Tax management planning over lifetime of the asset
- Social Security timing planning
Related News & Insights
A New Planning Opportunity for the Next Generation Understanding Trump Accounts
One of the most meaningful advantages parents and grandparents can offer the next generation isn't simply financial support, but time. The earlier capital begins compounding on a child's behalf, the greater the opportunity to build lasting wealth.
Succession Planning for Business Owners in West Michigan: A Retirement Strategy, Not Just a Transaction
If you’re a business owner in West Michigan, your company is likely both your biggest asset and your biggest concentration risk. That’s why succession planning shouldn’t start with a buyer, a valuation, or a legal document. Instead, it should start with a retirement plan that works even if the business changes hands.
Common Retirement Planning Mistakes (and How to Avoid Them)
Even the most financially successful individuals can make costly mistakes when it comes to preparing for retirement. At Grand Wealth Management, we’ve seen firsthand how even well-informed professionals can fall into common traps, from underestimating future expenses to overlooking tax implications.
Working in partnership with Grand Wealth Management enables our clients to be less concerned about the day-to-day details of managing their finances, while allowing them to stay involved in guiding and monitoring their overall financial picture.
