Conejo Valley Investment Firm Provides Free Financial Plans to Frontline Workers During COVID-19

10/28/20 - Media Release from Pressberg Media.


Investor’s Advantage Corporation Provides Free Financial Plans to Frontline Workers During COVID-19

Minority-owned investment firm offers personalized, 90-minute consultations to protect essential workers’ financial future

WESTLAKE VILLAGE, Calif. (October 26, 2020) — Investor’s Advantage Corporation, an independent investment firm with more than 40 years’ experience helping families achieve financial security, is offering free financial plans to first responders and other frontline workers who are playing an invaluable role keeping communities safe during the COVID-19 pandemic.

These free plans, developed after a 90-minute in-person or Zoom consultation with the Investor’s Advantage management team, will help frontline workers plan their path toward financial success and stability. Far too many of these workers are underpaid despite the critical nature of these jobs. But with a proper financial plan, workers can get more out of what they are earning now—and set themselves up for a financial future that is significantly less stressful than their jobs. The average cost of putting together a financial plan is about $2,000, according to Securities America Inc.

Investor’s Advantage’s team will help build an investment strategy that aligns with each worker’s individual risk profile, determined through a data-based assessment. In addition, given the nature of many of these workers’ careers, the financial plan will also include determining the appropriate level of life insurance to ensure surviving family members maintain a certain quality of life in the event of premature death, and college education planning so that no one in the family is forced to assume undue debt. It is a comprehensive approach that focuses on creating and maintaining wealth.

These free financial plans are available to doctors, nurses, EMTs and other medical professionals, as well as law enforcement officers, firefighters and essential retail employees. Inquiries must be made by December 31, via email to This email address is being protected from spambots. You need JavaScript enabled to view it. or phone to (805) 495-2077.

“From doctors and nurses to emergency responders and retail workers, frontline employees have taken great care of us for months while putting their own lives in peril,” said John Grace, CEO, Investor’s Advantage Corporation. “The least we could do was take the time to help them come up with a financial plan. Our hope is to give them the peace of mind to feel like they can weather whatever economic storm lies ahead—while they’re helping all of us get through this pandemic.”

Investor’s Advantage Corporation uses a mathematical, data-driven approach toward financial planning. Through rigorous analysis and decades of experience, its investment team has shepherded clients through numerous market cycles and protected generations of hard-earned wealth. By proactively planning clients’ futures, the firm develops attainable goals and achievable personal benchmarks.

About Investor’s Advantage Corporation

Investor’s Advantage Corporation was founded in 1979 to help families achieve financial independence. As one of the only firms in the Conejo Valley paying for independent research, Investor’s Advantage uses mathematical models that place our clients’ specific financial positions within the scope of the global financial markets. Led by CEO John Grace, a Registered Principal with Securities America Inc. and a frequent lecturer and commentator on economics and markets, Investor’s Advantage offers the following services: financial planning, investment management, insurance, corporate planning, education workshops and professional collaboration. Grace’s latest book, Making Finance Make Sense: Striving to Win is currently available for sale on Amazon.



Notice: is not affiliated with Investor’s Advantage Corporation and/or Pressberg Media. This is a courtesy article posting by


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