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Grimes Financial Group Introduces Retirement Blueprint
New comprehensive planning framework aims to simplify complex retirement decisions.
Published on Feb. 8, 2026
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Grimes Financial Group, a fiduciary investment advisory firm in Columbus, Ohio, has launched The Retirement Blueprint, a structured approach to aligning retirement income strategy, investment management, tax efficiency, risk management, long-term care, and legacy planning within a single customized framework. The firm says this planning-led approach addresses the growing gap between standalone investing and fully coordinated retirement planning.
Why it matters
As individuals and families approach or enter retirement, financial decisions around income, investments, taxes, healthcare, and legacy planning often become more complex and intertwined. The Retirement Blueprint aims to provide a comprehensive framework to help Grimes Financial Group's clients navigate these evolving retirement and wealth planning needs.
The details
The Retirement Blueprint begins by establishing an income foundation to support retirement lifestyle needs, then integrates asset growth strategies, tax planning, aging-related costs, and legacy planning into a unified strategy. This approach evaluates financial tools based on their defined role within the overall plan rather than as standalone products. Key benefits include purpose-driven coordination of investments and insurance, greater income clarity, integrated risk management, tax-aware decision-making, long-term adaptability, and legacy alignment.
- Grimes Financial Group launched The Retirement Blueprint in February 2026.
The players
Grimes Financial Group
An independent fiduciary investment advisory firm providing comprehensive financial planning and investment advisory services to individuals, families, and businesses in Columbus, Ohio.
Dustin Grimes
The CEO of Grimes Financial Group.
What they’re saying
“Our intent is to simplify financial decision-making without oversimplifying the strategy. The Retirement Blueprint helps bring structure to complex retirement choices and provides a clearer framework for navigating income, risk, and long-term priorities over time.”
— Dustin Grimes, CEO, Grimes Financial Group
The takeaway
Grimes Financial Group's new Retirement Blueprint framework aims to provide a more comprehensive and coordinated approach to retirement planning, addressing the growing complexity of financial decisions around income, investments, taxes, healthcare, and legacy planning as individuals and families approach and enter retirement.
