Implement and Monitor

All to often I hear of financial advisors who met with their clients a couple times, signed paperwork, and never spoke with their clients again. This is not how I work. I know my clients and am in contact with them. I also monitor their portfolios.


All the planning in world does not do any good if it is not implemented.


I will monitor your portfolio so that you do not have to. Changes will be made when necessary. I will also set up periodic review meetings with you.


Securities offered through Sigma Financial Corporation, member FINRA/SIPC
Fee-based investment advisory services offered through Sigma Planning Corporation, a registered investment advisor.

Philip Grimm Financial Planning is independent of Sigma Financial Corporation and SPC.


©2020 by Philip Grimm Financial Services.