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 - March 1, 2021

• The Bureau of Economic Analysis Spells it All Out - If you have ever wanted to find an informational foundation that provides complete analysis of several parts of the American economy, look no further.

• How Inflation Effects the Financial Condition of Your Life – At this point, we are frequently told that we should have very little concern about inflation and its impact on the economy.

• Growing Need for Long Term Care Insurance as Baby Boomers Enter Old Age. - Baby Boomers are realizing that they should have taken on an LTC insurance policy a decade ago.

Financial and Economic Brief - February 1, 2021

• How Option Trading Shocked “Short Selling” Institutional Traders - This is one story that has many of us scratching our heads and wondering; how can a group of small investors bring down large Wall Street traders?

• Economic Impact of Shutting down the Keystone XL Pipeline – Economists are evaluating the impact this shutdown will have on jobs, the US Economy and climate change.

• Small Businesses Need to Act Quickly for The PPP “Second Draw” - Congress has passed legislation that will provide an additional $284 Billion Dollars for small businesses.

Financial and Economic Brief - January 1, 2021

• Highlights of New Covid Stimulus Bill - The new legislation, signed on December 27, 2020, has something in it for everyone; and more may be coming!

• Migration Movement from City to Farm? – Many Americans believe that the Covid-19 Pandemic has caused many to uproot their families and move from cities to suburbs or rural countryside.

• Chances of an IRS audit? The IRS Releases the Numbers. - One of the most unsettling times in a person’s life is the dreaded IRS audit.

Financial and Economic Brief - December 1, 2020

• Dow Breaks 30K – Is There a Higher Limit? - Pundits predicted that it would be many years, if not decades, before the Dow would recover to highs prior to March of 2020.

• The Fed’s Impact on Mortgage Rates & Acquisition of MBS – In the past, the party line among bankers was that the Fed’s control of the money supply had little to do with long term mortgage rates.

• The New SECURE Act Changes Required Minimum Distributions at retirement age - You may need a complete review of your retirement strategy based on how the new legislation will affect your retirement strategy.

Financial and Economic Brief - November 1, 2020

• GDP – The Latest Numbers for Q3 - Market analysts frequently rely on Real Gross Domestic Product reports in an attempt to determine long- and short-range investment strategies.

• GM Announces an all-Electric Vehicle Future – Here’s what Mary Bara, CEO of GM has recently said; “We want to put everyone in an EV, and we believe we have what it takes to do it.

• The Fed’s Definition of the “Money Supply”? - It seems as though we know very little about how the Money Supply affects personal investment and purchasing decisions.

Financial and Economic Brief - October 1, 2020

• What is the FED saying about interest rates now? - Interest rates effect virtually every financial decision Americans make: buying a home, buying a car, or charging a credit card.

• Here it is in a nutshell – Evaluating Economic Sectors - When media pundits, bankers, and government officials discuss the economy, it's difficult to fully grasp the implications & their effect as a whole.

• Technology Trends for the Next Decade - 25 hot technology trends that will continue to influence the global economy and how we manage our investments & savings.