Denise Grace is the founder and President of Grace Financial Group, LLC, where she specializes in retirement, estate planning and wealth preservation strategies. Denise has discovered many alternatives to conventional investment practices. 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.
In January, 2018, Denise rolled out her Women Empowered by Grace program, an engaging wealth practice for women. Women Empowered by Grace is dedicated to financial education for women. We want women to feel comfortable about investing, whether the topic is about financial planning, investing for retirement, long term care or any other investment subject.
Most of my Empowered Women clients are smart capable women whose time is spent managing careers, family, and have little time to manage their financial affairs. They don’t just want investment advice they want to be totally engaged in the process so that they become more educated, more confident and more empowered.
She has attained a Series 65 license allowing her to serve as an Investment Advisor Representative along with her insurance licenses, and holds an B.S. in Economics and an MBA in Finance.
Professionally, Ms. Grace 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.
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.