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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. 

Foundational Money

Don’t just have enough to cover the bills—build confidence that your lifestyle can continue for life. A smart plan doesn’t just protect assets; it defines how to spend your money with clarity, purpose, and peace of mind.
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Growing Your Assets

Growth isn’t about guessing the markets—it’s about strategy. We help you pursue disciplined, goal-based growth while minimizing unnecessary risk and keeping your plan aligned through every market cycle.
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Tax Planning

Taxes touch everything you earn, invest, and pass on. A coordinated strategy can help you keep more of what you make by aligning investments, income, and timing with your overall retirement plan.
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Long Term Care

Planning ahead for health-related costs is part of protecting your freedom. We’ll help you evaluate practical ways to safeguard assets and maintain quality of life, no matter what the future brings.
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Leaving a Legacy

Your legacy should reflect more than numbers—it should reflect your values. A thoughtful plan ensures that the people and causes you care about are provided for exactly as you intend.
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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
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Precision
Planning

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Purposeful
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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.