- RETIREMENT GOAL PLANNING: Setting a foundation so everything points toward achieving your financial objectives. Example outputs include Retirement Income & Stress Testing, Net Worth & Cash Flow Statements, Social Security & Income Analysis.
- TAX PLANNING: Mapping out forward-thinking strategies to reduce tax drag and enhance long-term efficiency. Example outputs include Scenario Planning Analysis, Roth Conversions, & Tax Impact Analysis.
- INSURANCE: Protecting your financial life and well-being via deep in-house expertise and customized solutions. Example outputs include Policy Review & Implementation; Life, Long-Term Care, Disability; & Private Health Insurance & Medicare Consulting
- ESTATE PLANNING: Building meaningful wealth transfer strategies to create a lasting legacy for generations to come. Example outputs include Document Visualization, Existing Document Analysis, & Estate Document Creation (Wills, Trusts, POAs).
- Additional financial planning analysis and guidance includes Equity Compensation Strategies; 401(k) Analysis, Guidance, Administration; Charitable Giving Strategies; Education Funding Strategies
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.
