Thank you for visiting my website! Whether you are a current client, were referred to me by a client, or learned of my services through your employer, attorney or another professional advisor, I welcome you.

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make, and action you take, will have a significant impact on your future financial circumstances. Planning objectives are often not realized for one basic reason - there is a lack of clarity in regards to where you want to go and what you want to achieve. Without answering these types of questions, you may be implementing a plan that ultimately doesn't reflect your true desires. A financial blueprint can lay out what you need to do today, in order to help you achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to address those needs is the next.

My role is to assist you in managing the complexity of your financial life, and to help you toward a better balance in your life and greater control over your finances. And so I listen, clarify and help prioritize your goals and aspirations before developing a financial strategy along with my team to help you toward your vision for the future.

My team and I look forward to getting to know you. In the meantime, please feel free to browse my website.

Regards,
David C. Grimaldi

We work as a team to provide comprehensive financial, retirement, investment, business owner and estate planning strategies using prudent strategies and state-of-the-art software. We can help implement solutions to address your individual needs as well as help you stay on course.

If this makes sense to you, give us the opportunity to have a confidential discussion about your goals.

Mission

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Location

David C. Grimaldi, MBA CFP®

115 Glastonbury Blvd.
Glastonbury, CT 06033
ph: 860.734.0421
fax: 860.734.0401
David.Grimaldi@IFPadvisor.com

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Latest News

Financial and Economic Brief - December 1, 2021

• Projected Growth for the US Economy in 2022 – Many economic pundits provide annual projections for the coming year.

• Are the Oil Companies Making Huge Profits While Americans Feel the Pain at the Pump? – Ask friends, family and neighbors about how much it is costing them to fill-up that SUV at the petrol station.

• The New IRA Contribution Rates Are Out for 2022; You’ll Be Happy to Know There Are Many Increases – The IRS has recently released the new IRA contribution rates and limits.

Financial and Economic Brief - November 1, 2021

• Current Status of Electric Vehicles in the US – In spite of the hype that seems to permeate around electric vehicles in the US, the current numbers are less stellar than one might think.

• The Rising Costs of Everything – What We Need and What We Love – Economists are raising an alarming inflation scenario that America has rarely seen before.

• The Economic Outlook for the Chinese Economy – After decades of double digit growth in GDP, the Chinese economy is beginning to show signs of slower growth.

Financial and Economic Brief - October 1, 2021

• Is the Rising Price of Oil a Reflection of Higher Demand? – Even with some pundits pushing the “Green New Deal”, consumers are still loving gas powered vehicles.

• The Revolution of Fast Food Restaurants using Robotics and AI is Upon Us! – The dilemma the fast food industry faces is the inability to hire enough for food prep. & clean-up even with a min. wage of $15/hr.

• The Fed May Now be Poised to Raise Interest Rates – We should think twice when trying to guess what the Fed will do with interest rates in 2022 & 2023.

Financial and Economic Brief - September 1, 2021

• A $3.5 Trillion Budget Spending Bill - PASSED the House – The House has narrowly passed a huge budget while also cementing in a date to pass a $1.5 trillion infrastructure bill.

• What is the Future of the Pharmaceutical Industry? – The worldwide value of the pharmaceutical is approximately $1.2 Trillion.

• 2021 Year-end Tax Strategy – Get a jump on filing your income taxes as early as possible this year since there have been many tax changes resulting from new tax legislation.

Financial and Economic Brief - August 1, 2021

• 2021 Q3 – The latest Economic Forecast? – Some economists and other pundits are forecasting a robust Q3 and Q4 for 2021.

• “For the 99.5% Act” strategically introduced by Senator Bernie Sanders – Recent legislation proposed by Senator Bernie Sanders will severely impede the estate planning efforts of many Americans.

• The E-Vehicle Revolution – When the Internet started, many didn't believe it would have unprecedented influence that took place over such a short period of time.

Financial and Economic Brief - July 1, 2021

• The Decline of Lumber Prices – How Will it Affect Home Prices? – The price of lumber futures has dropped dramatically over the past few months.

• Businesses are Faced with a Labor Shortage – Is it Temporary or Long-Term? – It would have been almost impossible to predict the hiring dilemma that many businesses currently face.

• The Federal Ban on Evictions and Foreclosures is Scheduled to End on July 31, 2021 – Evictions and foreclosures only affect a relatively small percentage of the American population.