Our Services

 Comprehensive Financial Planning

The difference between a dream and achieving a goal is commitment. Financial planning is all about commitment. Our role is to help people develop a comprehensive plan to help them stay committed to accomplish their goals.

A lot goes into the process, to be sure, but the essence of a financial plan is the focus that accompanies the process. We are there with you every step of the way, as your life and your needs change.  

Retirement Planning - As retirement specialists, we know how to utilize the various retirement vehicles to avoid mistakes that may lead to needless taxation or erosion of retirement savings.  Garrett Financial uses a trademarked retirement income system called The Income For Life Model™.  The Income For Life Model™ is an investment strategy with the objective of providing inflation-adjusted income for life.  Today's retirees will be forced to rely more upon their own savings to produce retirement income.  Unfortunately, millions of Americans are unprepared for the challenge.  Now is the time to plan for your retirement income needs.  We can help.   

Investment Management - When it comes to investment strategy, we take a long-term approach.  We believe in diversification among asset classes and investment styles.  Our portfolios are designed for downside resistance and quick recovery from down markets using a proprietary methodology.  We use the same methodology for both our managed and unmanaged accounts.

  Learn about Who We Work With.