Garrett Financial, LLC

About Us

7000 Executive Center Dr., Suite 240
Brentwood, TN 37027

Phone: (615) 221-0030
(800)792-6791
Fax: (615) 221-9807

A Fee-Based Financial Planning Firm

Welcome to Garrett Financial.

A fee-based financial planning firm, we specialize in retirement planning, college funding and portfolio management. We have been serving clients in the greater Nashville area since 1988.

You have many choices when it comes to selecting a professional to help you plan for your financial future. You want someone who has the expertise and experience to help guide you through the ongoing process, someone who provides the highest level of personal service, and, most of all, someone who is committed to putting your interests first. As an independent financial planning firm and a Registered Investment Advisor, we work only for our clients and have no relationships with any company that would compromise our ability to serve your best interests.

Our mission is to help you achieve your objectives. By asking the right questions and really listening to what you say (and sometimes what you don’t say), we learn what is important to you, what your dreams are and how you want to live your life. Only with that understanding can we help you craft a plan and design a financial road-map to get you where you want to go.

We invite you to explore the information available on this web site. If you would like assistance with your planning needs, please call us to schedule a complementary appointment.

Learn more about our services.

For information about our educational Webinars, click here.

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Newsletters

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

Should Your Portfolio Have a Conscience?

Socially responsible investing has been around at least since the 1960s, but it seems to be getting more attention lately.

Six Times More Likely

It may be uncomfortable to consider the possibility that you could become disabled; however, preparing for the possibility now could help you avoid some more serious discomfort later.

Weather: It Matters

Weather is common fare for small talk, but it’s difficult to think of many topics that can have a bigger effect on economic activity.

More Newsletters →

Market Watch

May 15, 2008 @ 08:16 AM

Dow Jones Industrials	12,898.38	+ 66.20
Nasdaq Composite	2,496.70	+ 1.58
S&P 500	1,408.66	+ 5.62
Russell 2000	736.07	- 0.78
Wilshire 5000	14,256.16	+ 49.62

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