Having a Long-Term Perspective in Retirement
Navigate the ups and downs with confidence and stay on the right path Retirement is a time of life that should be filled with enjoyment, relaxation, and the freedom to pursue passions and interests. However, it’s also a time when your financial decisions become more...
Crafting a Rich Life in Retirement: Beyond Wealth
To live a rich retirement life, envision what truly brings you joy and fulfillment Retirement is often envisioned as a time of relaxation and freedom, a period to enjoy the fruits of years of hard work. However, living a truly “rich” life during these...
Tips to Approach This Life Transition with Financial Savvy and a Positive Outlook
When your children grow up and ‘leave the nest,’ it marks a significant milestone in your life – and it can be very emotional, too. After years of nurturing your children, this period presents an excellent opportunity to consider investing your time and energy in...
3-Step Strategy to Clarify Your Retirement
Planning for retirement often revolves around financial security, but understanding what you truly want your retirement to look like is equally important. Clarifying your retirement lifestyle goals helps you work toward a future that fulfills your personal desires and...
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.