Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but also their values and missions. Some of the steps they may take include designating an executor to manage the distribution of assets,...
Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generations. It’s a way to ensure that your hard-earned assets – and values – are preserved and passed down to your loved ones efficiently and...
A Cautionary Tale of Estate Planning
It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic “King of Rock ‘n’ Roll,” Elvis Presley, whose passing was attributed to a sudden cardiac arrest. In a manner similar to other well-known figures,...
5 Estate Management Tips to Remember
Estate management is crucial if you want to leave your heirs with a financial safety net. Plus, without a proper legacy and estate strategy, you may leave your heirs with a lengthy and confusing process of dividing your estate. Follow these tips to do it right....
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.