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Our Services

Financial planning made simple

At BRACE Financial, we understand your desire for a worry-free retirement. We offer simple and straightforward guidance to help our clients meet their financial goals.
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Principal Protection Strategy

Protecting some of your principal can be a crucial retirement strategy.  We work with our clients to determine how comfortable they are with market exposure for a certain amount of their funds.  We examine different options for protecting principal with a commitment to prioritize your best interest. 

Wealth Management

We tailor our clients’ portfolios to align with their unique needs, risk tolerance and future goals. Each client receives personalized attention to create a strategy that is just right for them.

Retirement Planning

Whether you’ve recently retired or are planning to retire in 20 years, it’s never too early or too late to create a retirement plan.  We have the expertise and financial tools to help our clients create a personalized and comprehensive plan.  Our approach includes understanding each client’s needs and goals before providing tailored recommendations.  Our advice can range from making significant changes to your current financial strategy to simply confirming that you’re on the right track.

Investment Strategies

The market can be influenced by a range of events, including but not limited to natural disasters, economic fluctuations and geopolitical developments.  We can assist you in developing a retirement income strategy that provides a sense of stability and peace of mind.

Legacy and Tax Planning Resources

We partner with tax professionals and skilled estate planning attorneys to provide our clients with specialized services beyond financial management.

Seminar: Understanding Different Retirement Strategies

Want to learn more about different retirement strategies before scheduling a meeting? No problem! Attend a no obligation seminar at a location convenient for you.
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Let Us Help You Build Your Financial Strategy

With a combined experience of over 30 years, we have the knowledge to assist you in making your financial decisions.
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Let us help you build your financial strategy.

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Brace Financial
6512 Centurion Dr, Ste 300
Lansing, MI 48917

Brace Financial
625 Kenmoor Ave SE, Ste 301
Grand Rapids, MI 49456

  • (517) 580-9360
  • (616) 724-7244
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Important Consumer Information

  • Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the advisor has achieved a specific level of skill or ability.
  • Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.
  • Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
  • Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.
  • Content should not be viewed as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA. Fusion Investment Advisors is not engaged in the practice of law or accounting.
  • Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.
  • All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto.
  • Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
  • The testimonials were given by current clients of Brace Financial Services. No compensation was provided for the testimonial. This arrangement creates a material conflict of interest because Brace Financial Services has an incentive to engage clients who have had a positive experience with the firm to provide such testimonials. There is no guarantee another individual’s experience will be representative of the individual providing this testimonial and no guarantees of performance or success are offered.
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