- -Comprehensive Financial Planning
- -Life Insurance
- -Health Insurance
- -Long-Term Care Insurance
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Stone Oak Wealth Management, LLC||1 year, 10 months||Nov 2017 - Present|
|John Lester Insurance Agency||3 months||Sep 2017 - Dec 2017|
|Usaa Financial Planning Services||8 years, 5 months||Jan 2009 - Jun 2017|
|Usaa Financial Advisors, Inc.||9 years||Jun 2008 - Jun 2017|
Designations & Memberships
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Jeffrey Grimes
AnswersAsk a financial questionAsk a question
|Advantages of moving 401K from old employer to IRA account?
Hari, You do have a lot options on how to handle your retirement savings. Are you currently working? Do you have a plan with your current employer? The investment choices and if you are wanting to contribute more should be the driving factors in your decision even more than the fees. How comfor...  (more)
Answered Jun 2018
Licenses & Conducts
Envoy Advisory, Inc.
$280.1MTotal Assets Under Management
N/ATotal Assets Under Advisement
$161.2KEstimated Average Account Balance