A Fee-Based Financial Planning Firm

Welcome to Garrett Financial.

 A fee-based financial planning firm, we specialize in retirement planning, estate planning 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.
 
 
For information about our educational Webinars,click here.
Calculators

Financial IQ Test

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Federal Income Tax

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Risk Tolerance

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

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