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Investment Approach

We are an independent financial advisor, not bound by a certain fund family or proprietary platform.

We can pick and choose investments that will best work for you. 

Winding Roads

Discover and Fact Find

Listen and Ask

Clifftop Capture

Analyze and Develop

Individualized Planning

Reading a Compass

Implement and Monitor

A financial plan is only good if implemented and periodically reviewed.

Philip Grimm, CFP®, AIF®

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Information Center

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Client Wealth Portal

Contact me to set up a free consultation

pgrimm@sigmarep.com

Phone: 734-649-8079

300 Parkland Plaza
Ann Arbor, MI 48103

UseIWorried that your portfolio may not

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.

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

©2024 by Philip Grimm Financial Services.

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