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.

Implement

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

Monitor

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.

734-649-8079

pgrimm@sigmarep.com

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.

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