Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Grimes Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Try these activities to keep your brain sharp.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A letter of instruction provides additional and more personal information regarding your estate.
The federal government requires deceased individuals to file a final income tax return.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here are five facts about Social Security that are important to keep in mind.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations? Here are three tips.