We serve our clients with undivided attention and customize a plan around your needs, goals, and desires.
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A plan that looks ahead to move you forward.
We are passionate about our mission to provide families and businesses with forward-looking and innovative financial strategies. Our solutions are designed to offer clarity in achieving the retirement lifestyle that you have worked so hard to prepare. At Grimard Financial Group, our tenets start with a commitment to our clients and the life-long relationship that we build together throughout Litchfield, Manchester, Nashua, and more.
Tax Efficiency Strategies
Perhaps one of the most impactful pieces of retirement planning is determining your current and future tax liability to develop strategies that will minimize your tax obligations during retirement.
Retirement Planning
Our mission is to provide local families and businesses with innovative insurance strategies that provide them with financial independence and clarity.
Lifetime Income
Insurance protects many of the most valuable assets you have: Your homes, cars, health, and loved ones. However, many Americans are unaware of the impact improper insurance planning can have on their retirement.
As Seen On
Tax experts expect there may soon be tax increases.
Perhaps one of the most impactful pieces of retirement planning is determining your current and future tax liability to develop strategies that will minimize your tax obligations during retirement.
Grimard Financial offers solutions to help minimize tax burdens and build a solid foundation that can provide years—even decades—of tax savings.
The time is NOW to take advantage of our exclusive tax analysis. Watch our video to learn more.
Retirement Statistic to Think About
%
80%of people spend more time planning vacation that planning for retirement.
- Only 36% of Americans strongly agree or agree that they know how much money they’ll need to retire. 36%
- Just 40% of Americans have spent time working on their retirement plan. 40%
- 71% of Americans say that they are afraid that there will be no available Social Security funds when they retire. 71%
How Can We Help You Today?
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CALL
Office: (603) 261-3736
Bob's Direct: (603) 809-2698
Amanda's Direct: (978) 252-4525
Toll Free: (866) 582-9373
VISIT
25 Chatfield Drive
Litchfield, NH 03052
VISITS BY APPOINTMENT ONLY
CONNECT
bob@grimardfinancial.com
dawn@grimardfinancial.com
amanda@grimardfinancial.com
Bob has a passion for making your money work hard for you. He takes profound joy in ironing out a plan for a long and comfortable retirement, no matter what your current income or level of wealth. With a work ethic second to none, he has a zeal for transforming uncertainty into stable ways for you to protect your future and your family. He knows that the quality of your life you enjoy today can remain as rewarding—or even better—after retirement.
With a strong background in information technology, Carol is instrumental in building operational policies and strategies that keep the organization functioning smoothly. Carol’s organizational skills and her flexibility to jump from priority to priority along with her commitment to customer service makes her an essential part of the Grimard Financial team. When Carol is not working with the Grimard Financial Family, she is a very creative and accomplished photographer.