Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint™

Core Insights - Grimes Financial Group is enhancing its financial planning framework through The Retirement Blueprint to bridge the gap between standalone investing and comprehensive retirement planning [1][2]. Group 1: The Retirement Blueprint Overview - The Retirement Blueprint is a structured approach that integrates retirement income strategy, investment management, tax efficiency, risk management, long-term care considerations, and legacy planning into a single customized framework [2][4]. - This framework emphasizes a planning-led strategy for individuals and families approaching or in retirement, addressing income distribution and long-term risk exposure [3][5]. Group 2: Key Features and Benefits - The framework establishes an income foundation to support retirement lifestyle needs, clarifying cash flow expectations throughout retirement [4]. - Financial tools are evaluated based on their roles within the overall plan, promoting consistency and long-term alignment [5]. - Key benefits include simplified decision-making, greater income clarity, integrated risk management, tax-aware decision-making, long-term adaptability, and legacy alignment [7]. Group 3: Delivery and Client Focus - The Retirement Blueprint is delivered through Grimes Financial Group's fiduciary advisory platform, which includes wealth management, investment advisory services, insurance strategies, and legacy planning tailored to individual financial circumstances and goals [8][11]. - The firm's planning process supports transparency and coordination across financial decisions, particularly during retirement when various financial factors intersect [9].