Denise Grace is the founder and President of Grace Financial Group, LLC, where she specializes in retirement, estate planning and wealth preservation strategies. Her priority is to educate people to understand they don’t have to accept risk in order to grow their money. Denise also offers business planning strategies, including a unique retirement plan specifically designed for business owners.
Denise opened her own firm because she felt independence and unbiased advice would better serve her clients. By being independent and utilizing the entire universe of investment opportunities and insurance carriers, clients can feel comfortable they are getting the industry's best from Ms. Grace and her GFG team.
She has attained a Series 65 license allowing her to serve as an Investment Advisor Representative along with her insurance licenses, is a National Social Security Advisor and holds an B.S. in Economics and an MBA in Finance.
Professionally, Ms. Grace is a member of the National Ethics Bureau. She is a member of the Farmington Chamber of Commerce where she is a Director of the Women's Business Committee, and is a member of the National Association of Women Business Owners.
As a certified National Social Security Advisor, she conducts educational workshops at corporate worksites, public events and with individuals where she helps early retirees maximize their Social Security income benefit.
One of Denise’s greatest satisfactions comes from the lifelong friendships she has forged with those who have successfully implemented the strategies and solutions she has helped them create.
Together, my clients and I have created retirement income solutions, tackled estate planning issues, designed tax savings, and educational funding strategies, and developed a host of other valuable financial solutions. With our help, you can too.