Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.
Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."
Jeff Grimes is a faith-oriented financial planner passionate about helping others achieve financial freedom.
I earned my B.S. in Sport Management from the University of Texas at Austin.
I embarked on a career in campus ministry with the Navigators at the University of Arkansas.
I transitioned to a role as a financial advisor at USAA, marking a significant career change.
My family grew with the birth of my second daughter, Cora, and my son, Dawson.
My first daughter, Camilla, was born, starting a new chapter for me as a father.
After diligent saving, I achieved the goal of purchasing my own house.
I faced the challenges of divorce and a move to Colorado, a period of significant personal change.
I took a financial risk by leaving my job, valuing personal freedom and seeking a more fulfilling career path.
I achieved the goal of securing my first client as a self-employed financial planner and aligned myself with 11 Financial based on shared values of stewardship and integrity.
Jeff can relate to the challenges of managing debt. His extensive financial planning experience allows him to craft a tailored debt management plan for your unique situation. Jeff can help consolidate debts, negotiate better terms, and create a budget that puts you back in control of your finances.
Jeff understands the financial challenges faced by military families. His personal experience combined with his professional financial planning expertise, allows him to create customized strategies for military personnel. Jeff can help you optimize your Thrift Savings Plan (TSP), navigate USDA Veteran Affairs (VA) benefits, and build financial security while managing the unique circumstances of military life.
As a divorcee himself, Jeff can help clients understand the process and protect their financial well-being. He'll break down the complexities of asset division, alimony, and child support, while working closely with your legal team to ensure a fair outcome. Jeff will guide you in creating a solid financial plan for your future, bringing much-needed peace of mind during a difficult time.
Jeff leverages his extensive experience in the financial industry to help clients confidently manage their wealth. He specializes in crafting personalized investment strategies, optimizing taxes, and building secure retirement plans. Jeff takes the time to understand your financial goals and risk tolerance, ensuring a plan that's designed specifically for you.
Jeff knows that emotions can sometimes get in the way of smart financial choices. His expertise in Behavioral Finance helps clients understand the psychological factors that influence their decisions. With years of industry experience, Jeff will identify your behavioral tendencies, creating personalized strategies to overcome them. This approach ensures your financial plan stays aligned with your long-term goals.
"Outstanding professionals who deeply care for their clients."