Many people are drawn to variable and index annuities by promises of guaranteed income and market-linked returns, but the reality is often far more complicated—and costly.
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What We Specialize In
At Grand Capital Advisors, we specialize in serving clients over 50 or within ten years of retirement. Let us be your trusted partner in securing a comfortable and fulfilling retirement. Contact us today to schedule a consultation and plan your financial future with confidence.
Our ideal clients have between $1,000,000 and $10,000,000 of investable assets, but we have many happy clients above and below these amounts.
Clear understanding and informed decisions for a secure financial future.
Putting the odds in your favor with professional and time-tested investment strategies.
Cost-efficient strategies to retain more of your retirement savings.
Minimizing lifetime taxes with sophisticated tools and planning strategies.
Who We Serve
Planning your retirement? That's our speciality. We'll help you secure your future.
Let’s ensure your organization’s continued success through our professional and time-tested investment strategies.
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What We Do
Our educated, rational approach is backed by years of experience helping people like you successfully set themselves up for the future.
Our thoughtful and educated approach builds upon your unique situation.
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For institutions and individuals alike, we put the odds in your favor with professional and time-tested investment strategies.
Sound decisions are rooted in your investment plan, not your emotions. We'll help you stay on track through all of life's ups and downs.
Our Blog
9
Nov
Many people are drawn to variable and index annuities by promises of guaranteed income and market-linked returns, but the reality is often far more complicated—and costly.
1
Oct
We are sharing some notable news from our firm. As of October 1st, Brad Fogleman, one of our founding partners, has taken the big step into full-time retirement!
Call Us
(810) 354-9008
Location
5225 E. Cook Rd.
Grand Blanc, MI 48439
Grand Capital Advisors, LLC is a Registered Investment Adviser in the state of Michigan. The adviser may transact business in states where it is appropriately registered, or where it is excluded or exempted from registration. Information presented is for educational purposes only and is not an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed.
Copyright © 2024 Grand Capital Advisors
