What to Expect in our Meetings

Our client meetings generally run between an hour to an hour and a half. To make the most of our time together, it is extremely helpful to bring with you any documents that will provide as much detail as possible about your financial situation, such as current wills or trusts, investment statements, income tax returns, life insurance policies, and other documents outlined in the 1st Meeting Helpful Checklist. If you do not have this information readily available, be assured that we will do our best to ask for or gather the necessary information to provide you with a thorough overview of your current financial health and your future goals.

Due Diligence - Complimentary First Meeting

We will gather information about:

  • Goals and Priorities
  • Family Situations
  • Income Taxes
  • Current Estate Plan
  • Life Insurance
  • Investments
  • Income & Expenses
  • Long-Term Care Insurance

Key discussion points:

  • Risk tolerance
  • Income & lifestyle expectations
  • Your short & long term goals

We will be able to answer your questions and discuss some initial ideas about how we may be able to help. 

 

Consultation - Complimentary Second Meeting

We will present and review a report that summarizes:

  • Your Current Situation
  • Areas of Concern
  • Possible Solutions
  • Advantages vs. Disadvantages
  • Next Steps / Action Items
  • Any Costs Involved

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

Request Information

Please let us know how we can serve you.




Latest News

Financial and Economic Brief - June 1, 2021

• The Biden 2022 $6 Trillion Budget – Will it Produce Record Inflation? – The Biden Administration has proposed one of the largest Budget spending bills since the WWII economic era.

• How a Cut in the Gift and Estate Tax Exemption Will Affect You – The current Gift and Estate Tax Exemption is a healthy $11.7 Million per individual and $23.4 Million per couple for 2021.

• Is it Possible that the US Federal Government Will Issue its Own Crypto Currency? – Crypto currencies have an equivalent value of about $2 Trillion.

Financial and Economic Brief - May 1, 2021

• Top Combined Capital Gains Tax Rates Would Average 48% Under Biden’s Tax Plan - If new Capital Gains tax rates go into effect it will mean a huge tax increase not seen since the 1920’s.

• Crypto Currency is Reaching a Mainstream Audience – For those considering investing or buying Crypto Currencies there is a bit of a learning curve involved in making such a decision.

• Mortgage Rates and Home Purchases Continue to Fluctuate - Over the past few weeks demand for new housing and new mortgages has shown a slight decline.

Financial and Economic Brief - April 1, 2021

• What You Need to Know About the New “American Rescue Plan Act” - Learn about the economic benefits of this act passed by Congress and signed into law by President Biden.

• Funding Infrastructure Revitalization May Fall on the backs of Corporations and the Wealthy – Pundits have observed that many of America’s infrastructures are in serious need of repair/replacement.

• What Should You be Considering when Investing in 2021? - There is absolutely no foolproof way, strategy or guarantee to successfully invest in the stock market.

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.