Our Services

 Comprehensive Financial Planning*

The difference between a dream and achieving a goal is commitment. Financial planning is all about commitment.  Bill Garrett works with his clients to 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. Bill is there with you every step of the way, as your life and your needs change.  

Retirement Planning* - Today's retirees are being forced to rely more upon their own savings to produce retirement income.  Unfortunately, millions of Americans are unprepared for the challenge. As a retirement specialist, Bill knows how to utilize the various retirement vehicles to help avoid mistakes that may lead to needless taxation or erosion of retirement savings.  When the time comes to shift from the accumulation phase to the distribution phase, Bill  uses distribution strategy with the objective of providing inflation-adjusted lifetime income while seeking to significantly reduce investment risk.   Now is the time to plan for your retirement income needs.  We can help.   

Investment Management* - When it comes to investment strategy, Bill takes a long-term approach.  He believes in diversification among asset classes and investment styles.  His portfolios are designed for downside resistance and quick recovery from down markets using a proprietary methodology.   

*Securities & Advisory Services offered through United Planners  

  Learn about How We Work