Grimes Financial Group Introduces Retirement Blueprint to Coordinate Retirement Planning

The Retirement Blueprint aligns income, investments, taxes, and legacy planning for a comprehensive approach.

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 framework that coordinates retirement income strategy, investment management, tax efficiency, risk management, long-term care, and legacy planning into a single customized plan. The firm says this approach addresses the limitations of standalone investing by evaluating financial decisions collectively rather than in isolation.

Why it matters

As Americans live longer in retirement, coordinating the various financial considerations around income, taxes, healthcare, and legacy planning is becoming increasingly important. The Retirement Blueprint aims to provide Grimes Financial Group's clients with a more holistic approach to navigating these complex decisions.

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 framework is designed to provide greater clarity around how retirement income is generated and sustained over time, as well as address market volatility, healthcare expenses, and longevity as part of the overall plan.

  • Grimes Financial Group launched The Retirement Blueprint in February 2026.

The players

Grimes Financial Group

An independent fiduciary investment advisory firm based in Columbus, Ohio that provides comprehensive financial planning and investment advisory services.

Dustin Grimes

The CEO of Grimes Financial Group.

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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 (businessinsider.com)

What’s next

Grimes Financial Group plans to continue expanding The Retirement Blueprint framework and promoting its comprehensive approach to retirement planning.

The takeaway

By integrating various financial considerations into a single coordinated plan, The Retirement Blueprint aims to provide Grimes Financial Group's clients with greater clarity, risk management, and long-term adaptability in navigating the complexities of retirement.