Business Description

Since 1978, Van T Grace Advisory Group has been providing their clients trusted counsel and valuable financial solutions. They offer an extensive menu of services to meet the needs of virtually any client at any stage of life. We provide a multitude of financial services, investments, and income planning solutions. We specialize in retirement and estate planning and wealth preservation strategies. We offer a full range of investment products and services including life insurance, annuities, IRA and 401(k) rollovers, charitable gifting solutions, college funding and retirement planning. We also offer business planning strategies, including a proprietary retirement plan specifically designed for business owners. We are independent advisors working with a variety of top-rated carriers which allows them to offer comprehensive, long-term plans specifically tailored to their clients individual goals and objectives. The principals, Denise and Jill, both hold life and health insurance licenses. Denise also maintains Series 6 and 63 securities. Van T Grace Advisory Group, LLC – empowering our valued clients through comprehensive education, unequivocal integrity, and commitment to the long-term success of their financial plans.

General Information

Gender:

Female

CRD#:

1256721

Insurance License#:

0255260

States Licensed in:

Life, Health, Annuities, Mutual Funds, Variable Annuities

States Willing to do Business in:

MI, AZ, SC

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Education

Academic Background

Bachelor of Science, Economics
MBA, Finance

Services

Investment Types:

Mutual Funds, Insurance, Annuities

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Estate Advisor (CEA)®, National Ethics Bureau

Securities Licenses:

Series 6, Series 63

Insurance and Annuity Licenses:

Variable Annuity, Life, Health, Annuity, Disability, Variable Life, Long Term Care

Financial Organization Memberships:

Million Dollar Roundtable, National Association of Insurance and Financial Advisors (NAIFA)

Non-Financial Organization Memberships:

NAWBO, Detroit Chamber of Commerce

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

100+

Compliance

Registered Investment Advisor:

Yes

Registered Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:

$25,000

Compensation Methods:

Commissions

Prepared By:

Denise Grace