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
2025's Big Retirement Savings Boost: What You Need to Know Now
Starting in 2025, the IRS is introducing significant changes to retirement savings plans, particularly benefiting individuals aged 60 to 63. These modifications, part of the SECURE 2.0 Act, aim to enhance retirement readiness by allowing higher "super catch-up" contributions to 401(k) and similar plans.
What to Know About SECURE Act 2.0
Like its predecessor, the SECURE 2.0 Act attempts to assist Americans with retirement preparedness. Read our overview.
Anastasia Wiese Shows GRBJ Readers How to Tend to Retirement with a Target-Date Fund
When spring flowers bloom, we discover how our earlier plantings have paid off. Likewise, how you “seed” your financial garden today determines whether you can later harvest rich rewards. In a June 2 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® described how to use a target-date fund to save for retirement: “It can be nice to have retirement investing on autopilot through payroll deduction and a single self-maintained investment option,” says Anastasia. “However, as with any investment tool, there are things you should consider when choosing to invest in a target-date fund.”
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.
