Chris J. Grimes, Financial Advisor with Eagle Strategies LLC

08/13/2025

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future.
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08/11/2025

It’s back-to-school season! Time to gear up, get organized, and set the tone for a successful year ahead. Whether it's saving for college, preparing for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

08/11/2025

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

08/07/2025

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but realizing what it's going to cost to get them there can be a scary thought. From ESAs to work-study jobs, learn some of the long and short-term ways you can make paying for their education a reality.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

08/05/2025

The dispute over Jimmy Buffett's estate highlights crucial lessons for the rest of us on trust creation, including the importance of co-trustee selection, proactive communication and options for conflict resolution.

08/01/2025

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Contact me to learn how a portfolio approach may be less expensive than a single life insurance policy and still provide the protection your family needs.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

07/29/2025

I am honored to announce that Forbes has recognized me as one of the Top Financial Security Professionals for Colorado this year. This recognition is a testament to the dedication and commitment I bring to my clients, as well as the trust they place in me to support their financial goals. For those interested in learning more about this distinguished list and the ranking criteria, please find additional details here https://bit.ly/3H902UL

07/28/2025

Most people don’t think about their Social Security benefits until later in life. Experienced industry professionals Jeff Quigley and Alyson Dorosky explain why married couples need to plan ahead and be prepared for what happens to their benefits when a spouse passes away.

Learn how life insurance can provide financial security and help replace a spouse's Social Security benefits in the event of their passing.

07/24/2025

A woman’s financial concerns don’t simply vanish in retirement. That’s why experienced industry professionals Sophia Duffy and Steve Parrish believe that women should consider obtaining a life insurance policy that will stay with them when their workplace coverage expires.

Learn how women can build financial security for loved ones through ownership of life insurance, both while working and in retirement.

07/22/2025

Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs

07/16/2025

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

07/12/2025

With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may cost less than a single policy. https://bcove.video/2GUz2cs