Coping with Grief

A note from Brad… You might find this an unusual topic for a financial advisor to discuss. You might even say I have outrun my headlights. Let me try to redeem myself on both counts. I’m thinking of grief two different ways. Unfortunately, the first is common in our...

What is an Independent Financial Services Firm?

Independent is “to be free from outside control; not depending on another’s authority”. We are told by our clients that being an independent financial services firm is the greatest benefit that separates us from other firms. We are not influenced or constrained to the...

Are Your Affairs in Order?

It is a fact of life that we are all going to die at some point. It is not an easy topic, but it is a necessary conversation as many people become seriously ill or pass away without having their affairs in order. This sad reality creates unnecessary challenges for...

COVID-19 Relief Highlights

We all have many extra stresses in our life now, both business and personal. Your Grimes Financial team just wanted to offer a few ideas. Feel free to call us at 336-249-2723 if we can help you with any of these. Of course, some are more tax oriented and need to be...