The New Standard
The traditional way financial advisors help you is to ask you a few short questions and recommend one of the products they sell that they think best fits what you say you need.
But that’s not going to cut it anymore. You want a resilient financial strategy – one that’s going to grow with you as your situation and the world changes. You want something that is designed specifically for your needs and your life – rather than a cookie-cutter approach that is wedged to fit where it doesn’t really belong.
This is the age of the new wealth manager – one that specializes in helping people just like you, who want a true partner with their financial goals and who’s able to look holistically at you as a person to help those financial goals align with your life goals in their entirety.
That’s where Resilient Financial Planning comes in.
Founder and Principal Owner
TRENT GRZEGORCZYK is the founder and principal owner of Resilient Financial Planning, an independent wealth management firm. Trent attended Central Michigan University’s College of Business with a focus on Finance and Management. He entered the financial services industry in 2011. After working for one of the top independent investment firms in Michigan, Trent decided to forge his own path by founding Resilient FP in 2016.
Trent specializes in helping his clients accumulate wealth and plan for retirement using a bespoke, plan first approach. His client base of 45 households consists of local business owners, successful professionals and individuals approaching retirement. A typical client has $500,000 – $2,000,000 of portfolio assets with Resilient FP. Over the course of his career, Trent has taken part in managing upwards of $3 billion in assets for individuals, families, trusts, retirement plans and institutions.
When Trent isn’t engineering financial strategies, you’ll find him racing with the Hagerty cycling team, CrossFit training, or golfing. Trent resides in Downtown Traverse City, Michigan with his wife Alayna and toy goldendoodle, Poppy.
No More Financial Salespeople
You no longer want a financial salesperson who’s only priority is their own commission or someone who will twist your arm and hard-sell you into becoming a client. In fact, you don’t want to hire an advisor that makes commission on what they sell you at all. The reason is simple: if they make commission on what they sell to you, they don’t have the initiative to ensure you’re successful.
The way we do it here at Resilient is different. Our fees are structured so that the better you do, the better we do. Which completely aligns our goals together: to build your wealth and create a high-performing financial plan.
We don’t sell financial products. We create solutions as your partner – combining our expert advice, years of experience and millions of dollars in success stories with your needs, your goals, and what you want to achieve. Together we build a plan that works for you and then discover how to bring that plan to life.
Ready To See What Your Options Are?
Giving You The Power Of Choice
The biggest power you can have is the power of choice. And when you find yourself working with someone who’s locked into specific options provided by a specific company… you remove the choice from your strategy.
When your choice is limited, you can’t choose to use the most forward-thinking strategies. You can’t choose the way your goals are met. You can’t choose how your financial plan is structured. You can’t really even choose flexibility without jumping through hoops to get what you want.
Our entire firm is built around handing you the freedom, education and information you need to not only make choices – but to make informed decisions with the power of our experience at your back.
We’ll happily take over the entire management process for you so it’s not something you have to think about on a regular basis. But by allowing YOU to remain in control and considering you as an entire person – we’re creating a plan that has YOU as the driver, instead of a meaningless catalog of financial products that may or may not fit your needs.
Your Wealth Snapshot
Whether you’ve recently received a recent windfall or you have a 401(k) that needs professional management… whether you want to save outside your company’s retirement plan or you run a business and are ready to plan for the future… whether your life situation has changed or you’re simply ready to align your investment strategy with your long- and short-term financial goals…
It all begins with your Wealth Snapshot.
We’ll work with you to create a map of your entire financial situation – from debt to assets, to expected retirement income to tax liabilities. This is your Wealth Snapshot.
But your Wealth Snapshot isn’t a static one-time look into your financial life. It’s a living, breathing thing that we will carefully work with during our time together.
We’ll work with you to manage your entire financial life – from tax planning to investment strategies, retirement planning or college saving. It’s all on the table because it all matters to your entire life. And because we don’t simply focus on one small area, we’re able to create greater outcomes for you that meet your needs in multiple areas.
Leverage Our Experience To Build Your Legacy
No More Wasting Time
You don’t want to waste time managing your wealth on your own. You don’t want to miss time with your family or the life you’ve worked so hard to live trying to figure out your options alone – and that’s why you need the experts on your team to give you the details you need to know.
Our team is specifically dedicated to helping you continue to live the life you want – while planning for the future and unexpected events that can happen at any time.
Stop worrying about whether you’ll be ready to retire or if your portfolio is on track. Let us help you create the plan that will give you the freedom back to sit back and enjoy life – while we help you maximize it.