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Clarity in the Plan. Confidence in the Future.

At Grimes Financial Group, we build custom financial plans using the Retirement Blueprint ™.

We start with your income foundation—stable, predictable, and engineered for your lifestyle not just your bills. Then we address tax efficiency, asset growth, aging care costs, and legacy planning with precision and care. The Retirement Blueprint™ is a full-spectrum strategy designed with intention!

Build Your Retirement Blueprint™
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The Retirement Blueprint™

Your Retirement

Built to Last

From strategy to execution. Everything aligned under one roof.

At Grimes Financial Group, we’ll work with you to design a Retirement Blueprint™ worthy of the time you spent working hard to save money for retirement. 

01

Foundational Money

Combine stability and reasonable rates of return over time in retirement by utilizing alternative "guaranteed income" options (backed by the claims-paying ability of the carrier).
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02

Growing Your Assets

Investment management doesn’t have to be complicated. We'll work with you to help manage risk, optimize tax efficiency, and work toward reasonable returns over time.
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03

Tax Planning

Smart investing isn’t just about asset allocation, it also comes down to how your future income will be taxed. We may be able to help lessen the negative impact of taxes on your retirement future.
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04

Long Term Care

67% of Americans will need long term care (LTC).​ Can you afford it? A product such as an IUL (indexed universal life) insurance policy may help cover the cost. Interested in learning more?
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05

Leaving a Legacy

It's crucial to have a well-thought-out plan to make sure that when you're no longer here, your legacy reflects your values and your loved ones are cared for as you intended. Reach out to us to get started.
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Every account. Every asset. Every goal—covered.

What we do

We provide personalized solutions that are tailored to the unique needs of each of our clients. Rather than taking a one-size-fits-all approach, we focus on helping you build a strategy that reflects your retirement goals and needs. Reach out to us to start your journey. 

More About Us
Step 1

Precision
Planning

01

Step 2

Purposeful
Growth

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Step 3

Long-Term
Confidence

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retirees meeting with wealth financial advisor

Visit http://grimesfinancialadvisors.com/privacy-policy to see our privacy policy and http://grimesfinancialadvisors.com/terms for our terms and conditions.

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By using this website, you accept our Terms of Use and Privacy Policy. Information within this website may have been provided by third parties, including images displayed, and, while we believe this information to be accurate, we have not independently verified such information. Investments in securities are not FDIC insured, are not bank guaranteed and may lose value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives, advisory fees, and expenses. Our investment advisory services are designed to assist clients in achieving discrete financial goals, but do not include tax or legal advice. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Nothing on this website constitutes an offer, solicitation of an offer, or advice to buy or sell securities.

Advisory services are offered as Grimes Financial Group, which operates through Gibbs Wealth Management (GWM), an SEC-registered investment adviser.  Insurance products and services are offered through DPG Senior Signature Solutions / DBA Grimes Financial Partners which is independent of GWM. 

The content on this webpage is intended solely for informational purposes and is subject to the regulatory requirements applicable to GWM. Other pages on this website may contain content that is not subject to the same regulatory standards and should not be construed as part of GWM’s regulatory communications or offerings.