Dream • Plan • Enjoy
Financial Planning & Wealth management
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Learn About Our Planning Processes:
The ARC Process™ is a goals-based planning process designed to aid individuals through the asset accumulation phase of their lives. The analysis includes emergency, education & retirement savings, as well as survivorship needs.
The RISK Process™ is designed to assist an individual’s transition into retirement by focusing on the key risks encountered in the income distribution phase of their lives. The analysis includes an income assessment, as well as social security, long term care, and legacy planning.
Valmark member offices have access to thousands of different investment strategies, covering all major styles of investing. Valmark’s team has over 75 years of combined investment management experience.
A lot can change in a year. Our priorities shift, our goals evolve. Because life isn’t static, your finances aren’t, either. Our annual review is important. We examine the past year, evaluate how it could impact your future, and make adjustments to keep you on track.
We all want financial security. Let us help you get there.
We have years of experience in the planning process. Our financial tools provide individualized cash flow and risk management plans. These plans will serve as a road map through good times and tough times.
We also have the practical knowledge that comes only through life lessons. After all, we are people just like you. We are parents, grandparents, we have experienced joy, and we have lost those we love. We are business owners and we are employees. The Golden Rule guides our process of advising you through a complex financial world.
The path to financial security is a great adventure. We’d be honored to be your partner on the journey.
Virgil’s Corner
Virgil Dominic has a long career as a broadcaster. He has held many positions including being an NBC News correspondent with appearances on the TODAY show and being the anchor of a national radio newscast. Read his column here.
Virgil’s Corner #31
Reading at a Wedding The Blessing of the Hands. These are the hands of your best friend – young and strong and full of love for you – that you are holding on this, your wedding day, as you promise to love each other today, tomorrow and forever. These are the hands that will work…
Virgil’s Corner #30
AUTUMN MUSINGS What is this feeling when Autumn winds begin to blow? Sending leaves of summer past swirling to and fro… tossing, twisting, tumbling in the air as they break away from trees they once called home. Some ready, some reluctant to part with warm August now left behind. What remains are sweet memories of…
Virgil’s Corner #29
A WAY TO LOOK AT LIFE Once all the villagers decided to pray for rain. On the day of prayer all the people gathered, but only one boy came with an umbrella. That is Faith. When you throw babies in the air, they laugh because they know that you will catch them. That is Trust.…
Client Resources
Your Wealth Management Dashboard makes it easy to manage both your wealth and well-being. Your Wealth Management System employs the most advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year round.
Rethinking Retirement
“Rethinking Retirement” offers insight and advice to help make certain that your retirement years can be the happiest years of your life. Hear retiree Virgil Dominick discuss the financial issues of retirement with Jonathan Herbruck, CEO of Grand River Capital. The program also features special guests, who provide insights into other ways to thrive throughout your retirement years!
Learning Center
Watch financial EDU videos, and episodes of our Golden Opportunities TV series.
Contact us to get started
Reach out to us for your free no-obligation consultation:
Grand River Capital, LLC
8500 Station Street
Suite 300G
Mentor, OH 44060
Email: jherbruck@grandriverllc.com
Email: jyurman@grandriverllc.com
Email: mkalmeyer@grandriverllc.com
Phone: (440) 358 – 0605
Toll-Free: (800) 672 – 0106
Fax: (440) 358 – 0625