Our team of Certified Financial Planners® embrace the complicated and offer insights that inspire action. We’re happy you discovered our independent firm invite you to get to know us!
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Our collaborative culture enables expansive financial guidance, while unrestricted access to investment and insurance markets supports your best interests.
We know you aren’t starting out from scratch, so we fit in seamlessly to complement your financial life. Our financial planning experience serves to motivate, uncover unknown opportunities, and translate the complicated into confidence.
Here’s what you can expect when working with us:
The self-directed investor will chase investment fads and the hottest mutual fund to a 4.7% lifetime average return* – about half of what it should be, and a predictable result of buying high and selling low. We’ll coach sound investment behaviors and outfit you with a customized strategy that’s fee and tax-aware!
* Dalbar’s Quantitative Analysis of Investor Behavior 2016.
We do more than manage your money as we continually look for opportunities to improve your plan. We first make sense of your finances by helping you sort through your documents, policies, and investments. From there, we apply your values and provide insights that inspire action and confidence in your financial future.
Sorting through multiple logins to view and manage all of your financial information is simply inefficient. When you onboard with us, we aggregate all of your financials into one place. Our leading-edge software gives you total plan ownership, a personalized financial management dashboard, and remote collaboration between you and your advisor.
Our investment toolkit is second-to-none, enabling us to custom tailor a strategy that makes sense to you. If sharing a portfolio with 1000’s of other clients doesn’t appeal to you, lets talk! Our approach to investment management is collaborative, creative, and a proposal will cost you nothing.
We want to give you back your most precious resource – time. When you don’t have a full team, we’ll set an appointment to bring the necessary legal and accounting specialists to our office for a warm introduction. Once your team is assembled, we guide the strategy so you can focus on what you need to.
Have questions or need guidance? Reach out today to schedule a consultation and take the first step toward achieving your goals.
Download our free budget template to stay on track and take control of your finances.
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Securities offered through LPL Financial, member FINRA / SIPC. Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Private Advisor Group and Memphis Planning and Wealth are separate entities from LPL Financial.
Jeff Grimm offers securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.