to offer you a FREE initial assessment* of
your financial situation.
All you have to do is complete the
Initial
Financial Report Questionnaire
and mail
it to us, or bring it with you when you visit
us at tax-time. If there are any areas of your finances
that need attention, we will contact you to make an
appointment.
K.W. Grimes & Associates office is open:
Monday – Friday, 8:45am - 5:00pm.
Contact us today to make an appointment to come in and
see us!
The above files are in PDF format and require
Adobe
Acrobat Reader to view.

* Please note, this free initial assessment pertains
to our financial planning services. It does not include
tax and accounting services. |