Financial Planning

Click on the links to the left to learn more about our financial planning services.


Please Note: Grimes & Company’s offer to provide financial planning consulting services is limited to those issues specifically requested by the client. For more information regarding the limitations of Grimes consulting services, please see Grimes'  written disclosure statement on Part 2A of Form ADV.  Grimes does not serve as an attorney or accountant.  Grimes does not prepare legal documents or tax returns.