We are a full service financial firm. We are fiduciaries fully and solely focused on our members financial goals. With over 15 years of experience and dedication to our members and the community we seek to provide comprehensive advice across a multitude of financial investment options.
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1 customer review
Leah M
The team at Grimes Financial Group provided professional financial advice and service along with great results. Highly Recommend.
What do you love most about your job?
Helping other people live out their dreams of retiring on time and staying retired while never worrying about running out of money or of their loved ones are going to be ok when they pass on.
What inspired you to start your own business?
I was raised by a single mother. In 1999 to 2000 I was in high school and we went through financial hardship due to a lack of financial planning and no one told my mother to protect what she earned or to take profit in the market along the way. When the market crashed in 2000, my mother lost almost everything. Being that my mother was a third generation entrepreneur, and she was a single mother who raised me by herself while she ran a business I always wanted to help other people to ensure that this never happened to anybody else.
Why should our clients choose you?
We are an education first financial firm who makes sure that people understand the importance of financial planning and how to do it properly.
Then we execute with relentless perfection customized every single one of our clients. There is no “cookie cutter” approach to finances or financial advice in every case is unique in every person is important. Let us show you how we can help you and go to work securing your financial future.
Can you provide your services online or remotely? If so, please add details.
We are a federally covered financial service firm which means that we can help on anybody anywhere in the United States
Investment advisor
We specialize in asset management, where we avoid using mutual funds because of their hidden charges fees and costs. if you have a mutual fund, you should contact us so that we can show you how they could be hurting your performance while having additional charges and fees that most advisors don’t disclose.
Income plans
we use and developer income strategy that’s custom each one of our clients to make sure that they don’t run out of money in retirement and have enough money to do all the things they want do in retirement. Contact us today to get an income plan
Long-term care alternative
if you’re looking for a way to make sure that you’re not a burden to your loved ones this is something that we specialize in by ensuring that there is a strategy to take care of long-term care needs.
Tax reduction strategies
we have a long track record of helping our clients reduce their overall tax liability. We even have proprietary software I can show you how much money you might be able to save on taxes over the rest of your life. If you are wanting to have a tax reduction strategy, custom built for you please reach out and we can help you find out how much you could save in as little as 10 minutes with our software. The best part is, we can send you a link directly if you would like to input your data and get a report on how much you may be able to save on taxes.
