Key Considerations for Couples Planning Retirement Together
As financial professionals, we often find ourselves discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement journey, free to pursue dreams, travel, and enjoy quality time...
Tips for this Season of Preparation and Cultivation
With the transformation of the leaves and a cool, refreshing breeze, fall offers more than just Pumpkin Spice everything. It’s an annual opportunity to contemplate your financial aspirations and lay the foundation for a more secure future. Much like farmers...
Use This Annual Reminder as an Opportunity to Strengthen Your Financial Future
Saving money isn’t just a smart financial habit; it’s an important step toward securing a prosperous and secure future. Mark your calendars! National Savings Day is just around the corner, observed annually on October 12. This day serves as a timely...
The Q4 Playbook: Scoring Financial Touchdowns
With the final quarter of the year on the horizon, it’s time to gear up for Q4 financial planning. The end of the year provides a unique opportunity to assess your financial landscape, recalibrate your goals, and set a course for a strong finish to the year. As...
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.