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Coping with Grief
A note from Brad… You might find this an unusual topic for a financial advisor to discuss. You might even say I have outrun my headlights. Let me try to redeem myself on both counts. I’m thinking of grief two different ways. Unfortunately, the first is common in our...
What is an Independent Financial Services Firm?
Independent is “to be free from outside control; not depending on another’s authority”. We are told by our clients that being an independent financial services firm is the greatest benefit that separates us from other firms. We are not influenced or constrained to the...
Are Your Affairs in Order?
It is a fact of life that we are all going to die at some point. It is not an easy topic, but it is a necessary conversation as many people become seriously ill or pass away without having their affairs in order. This sad reality creates unnecessary challenges for...
A Few Thoughts…
With recent global health issues, and their effects on the markets, you may have questions or concerns regarding your finances. Grimes Financial is available to help you. A financial advisor can help you stay the course or make necessary adjustments based on your...
New Secure Act Impacts Inherited Money
The Secure Act was recently passed into law on December 20th, 2019. The Secure Act represents one of the most significant shakeups for retirees since the Pension Protection Act of 2006. As with most things, there are some positives and negatives that came out of the...
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Phone: (336)-249-2723, Fax: (336) 249-2727, Email: contact@grimesfinancial.com
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Grimes Financial Services, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AK, AL, AR, CA, FL, KY, LA, MD, MS, NC, PA, SC, TN, TX, UT, and VA. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Advisor Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.