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 - May 1, 2022

• Is Elon Musk’s Purchase of Twitter More Than Just the “Freedom of Speech” Issue? – The media stir about Musk’s acquisition of Twitter is that free speech is being impeded on Twitter.

• What Will be the Impact of China’s Economic Set-Back During 2022? – China’s economy is being seriously impacted by the Covid Pandemic.

• Rents for Apartments, Condos and Homes Have Been Soaring! – Investors are buying-up home properties as a way to maximize return on investment and to deal with the impact of inflation.

Financial and Economic Brief - April 1, 2022

• Is the Biden “Wealth Tax” Proposal on Unrealized Capital Gains Legal? – The first question posed by tax experts is “what will be the new definition of income”?

• Big Tech Enjoyed Incredible Gains During the Pandemic – Many of the big tech companies over the past two years have experienced incredible growth and profits.

• Americans are Paying More for Airline Tickets, to the Tune of +36% – The price of jet fuel has soared in light of the Russian Ukrainian War and pent-up air travel demand post Covid 19 has been in a holding-pattern.

Financial and Economic Brief - March 1, 2022

• Last Date to Make IRA Contributions for 2021 – It’s unusual for the IRS to provide tax deductions beyond December 31st.

• Paco’s Law – This is a New One! – Paco de Leon is a little-known name in the world of financial planning.

• Is the Supply Chain Improving? – In a massive effort in distribution logistics, the port of Los Angeles is slowly getting a grip on unloading the ships that have been backed up.

Financial and Economic Brief - February 1, 2022

• The Fed is Closing in on the First Rate Hike of 2022 – Fed Chairman Jerome Powell announced inflation has not come down on its own thus a rate hike is probably justified in March.

• The Lucid Air is Giving Tesla Electric Vehicles a Run! – The electric vehicle industry is running on all cylinders, or more accurately, on all batteries!

• Tightened Belts Causing Many to Reassess Dental Insurance Coverage – How do those affected by increasing inflation, analyze their budgets to determine if they are maximizing their outlay for insurance.

Financial and Economic Brief - January 1, 2022

• How the Money Supply is Looking as we Turn Over the Calendar – The threat of ongoing inflation may be a result of the US Government and supply chain shortages.

• Shifts in the Paper and Pulp Industry Target 2022 as a Banner Year – The printing industry has been virtually decimated by technology in the form of email & downloadable brochures.

• 5 Steps You Need to Take If Planning to Retire in 2022 – Once you make the decision to retire there are several very important steps that potential retirees should consider.

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.