Build wealth using your greatest asset.
Whether investing for retirement, education, or leaving a legacy, our proven strategy leverages the equity in often your biggest asset, your home, to make you money and grow your wealth.
47.1%.
Average home price appreciation since 2020.
$315,000.
Average home equity as of Sept 2024.
10.73%.
Average return of the S&P 500 over last 30 years.
Our Wealth Building Strategy.
At The Grimm Group, we offer comprehensive investment strategies that allow you to leverage the equity in your home to achieve long-term growth and achieve financial freedom. Instead of just letting your equity sit idle in your home, our clients are putting that equity to work growing their wealth.
Our Strategy
As of September 2024, the average home equity in the United States is $315,000, an all-time record while the average retirement savings sits at only $87,000. As opposed to just letting all that equity sit idle “locked in” your home, our proprietary Home Equity Brokerage Account (C) (HEBA) allows our clients to tap into that equity to fund an investment account and earn an annual market return on their current equity while still benefiting from the continued home appreciation as well.
Our industry first Home Equity Brokerage Account (C) (HEBA) uses the equity in our clients’ homes to secure an Asset Backed Loan to fund a brokerage account which acts as an investment vehicle backed by both the home equity as well the investments held within that account. This vehicle makes the applicable monthly payments to satisfy the loan principal and interest while allowing the balance to continue to grow over time. At the end of the term the profits can then be put toward paying off the mortgage early, toward a retirement account, rolled over into another HEB, or any other purpose.
The average home appreciates by 2-3% annually in the United States, at this rate the home value will barely keep up with the rate of inflation while the S&P 500 returns an average total return of 10.73% annually. By using their home equity to invest in market assets, our clients are able to achieve market returns on their home equity while still benefiting from the standard home appreciation. Millions of Americans are missing out on utilizing their greatest wealth building asset, their home. Let us help you reach financial freedom.
Schedule your appointment
Schedule a consultation with our finance experts to gain personalized insights tailored to your financial goals. Our team is ready to help you navigate complex financial decisions with confidence and clarity.
About
our company
At The Grimm Group, we blend years of industry experience with innovative strategies to guide our clients to financial success. Our commitment to excellence and integrity ensures that every decision we make is in the best interest of those we serve.
