Even as Grand Wealth offers succession planning and related wealth management advice to Michigan business owners, we’ve also modeled that same advice into our own practice. Grand Wealth founder and managing principal Jeff Williams, CFP®, CIMA®, AIF® CPA/PFS, was featured recently in a September 12th MiBiz column, sharing our firm’s not-so-secret strategies for succession planning success. His key advice? Start planning early for your company’s future.

Estate planning is something everyone needs to consider, no matter your net worth. More than just a will, an estate plan is a comprehensive set of documents and instructions that outlines requested actions for the division of assets, executor identification, and setting up any trusts and charitable donations. As a whole, its purpose is to ensure that one’s financial legacy is intact and ready to be passed on to the next generation.

Grand Wealth Management was proud to be a sponsor of the 22nd annual Shawn Respert Charity Golf Classic at Egypt Valley Country Club. Our team had a great time golfing and networking with fellow Spartans. Proceeds from this event are used to support scholarships including: football, basketball, medical and other general scholarships. Go Green!