2025 REGISTRATION COMING SOON
HOW TO SURVIVE MARKET VOLATILITY AND TAX INCREASES WITHOUT RISKING YOUR NEST EGG
Our clients learn ways to increase income, reduce taxes and not run out of money (without the market risk or unnecessary fees.) lt is an educational program that deals with the facts…the good, the bad and the small print. This is not a sales seminar. You will learn how to avoid the most common mistakes to help you make sound financial decisions.
TOPICS THAT ARE COMMONLY DISCUSSED
- Taxes are going up… find out when.
- Legally Reduce or Eliminate Taxes on Social Security, IRA, and Income
- The SECURE Act: Must know facts including Changes in RMDs and Higher Taxes
- How is the Market Downturn affecting your financial future?
- True Diversification – what is it?
- How to Maximize Generational Wealth
- Turn existing IRAs and 401(k)s into Tax-Free Dollars and Create a Tax-Free Cash Flow
- Cover Long-Term Care costs without expensive annual premiums
2025 REGISTRATION
COMING SOON
CLICK TO REGISTER NOW
Watch our intro video below to learn more about who we are and how we can help you with your financial strategy. To stay informed about upcoming live or virtual events, click the link in the banner below to sign up or call the Main Office at (603) 261-3736.
By attending live or virtual events, you may be contacted for a discussion of insurance and annuity products.
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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
VISIT
11 Continental Blvd.
Merrimack, NH 03054
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.