My ROTH and I

The ROTH IRA is arguably one of the most tax beneficial instruments to individuals for retirement planning. The ROTH IRA, originally called the IRA Plus, was proposed by Senators Bob Packwood and Senator William Roth back in 1997.  It was created to do the opposite of...

Frequently Ask Questions…

Grimes Financial Services was started by President and Financial Advisor Brad Grimes in 1997. Brad and his staff remain committed to serving clients as an independent financial advisement firm, which leads us to tackle a few frequently ask questions.  What it is an...