Personal Finance

Personal Finance

Grinkmeyer Leonard Financial is an independent advisory firm that's accountable only to you. Unlike many of our competitors, we are not influenced by proprietary product pressures or sales quotas. For this reason, our objectivity means that our interests are aligned with yours. Our fee structure is fully transparent and independent of the specific recommendations we make to you.

We believe wholeheartedly that you will only achieve measurable results by taking a proactive approach to managing your investments and financial life. As a full-service boutique firm, we are dedicated to customized service solutions specific to each client’s unique goals and objectives. We work side-by-side with you to ensure every goal you have receives the attention and follow-through needed for success.

Financial Planning

Whether your goals include accumulating assets, creating a retirement income plan, educating your loved ones, managing your risk, planning your estate, implementing tax strategies, optimizing your cash flow, or transferring your business, we can help you capitalize on potential opportunities, simplify decision-making, and avoid common mistakes.

The planning process begins with gathering data from you. From there, we will help you set and prioritize your goals. Next, we will perform an in-depth analysis of your situation, evaluate your options, and develop a plan on your behalf. Then, we will present your plan, help you implement it, adjust it when necessary, and monitor your progress. Keep in mind that this process seems simple in theory, but may be difficult to implement in practice. For that reason, we take a proactive approach to evaluating what may or may not be working and guiding you each step of the way. While your circumstances may change greatly, our service will never falter.

Our core planning areas include:

  • Retirement planning
  • Risk management
  • Estate planning
  • Accumulation
  • Investment analysis
  • Business planning
  • Taxation
  • Cash flow and budgeting
  • Personal finance
  • Trusts and charitable giving
  • Debt management
  • Education planning

Investment Management

In a world of economic, political and market uncertainty, we are more aware than ever of the importance of a disciplined investment strategy that’s agile enough to adapt to rapidly changing market environments. We feel that risk management is paramount in any portfolio, whether you are a conservative or an aggressive investor. After all, it’s fairly easy to make money in a rising market. It’s difficult, however, to keep from losing money in a declining environment. We feel that if we can help manage your downside risk, you will be better positioned to make money over the long-run. Furthermore, our research is fueled by multiple research tools and resources, with a specific emphasis on both qualitative and quantitative metrics.

Our investment process begins by tailoring a strategy that fits your specific tolerance for risk and financial objectives. Once your strategy is defined, we take an active approach to managing your portfolio and holding review meetings with you.



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