Look for an advisor with the "Heart of a Teacher".
Grace Investors is an investing and retirement planning firm that provides financial management services for individuals, couples and families.
We are a Christ-centered organization that offers tax-qualified retirement accounts like traditional IRAs, Roth and Simple IRAs. We offer non-qualified and education savings accounts for college and private school education expenses. We also offer non-retirement investing accounts for wealth generation. Added services include home-budget planning and net-worth consulting.
The team (left to right): Tim Mayfield, Laura Johnson, Alicia Duhon, Mihei Egoroff
Our clients range in age from college graduates through retirement. Grace Investors strives to teach and empower individuals, couples and families. We help them improve their financial confidence and encourage them toward financial independence.
Newsletters
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.