At Garrett Financial 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.
 

Sound Solutions For Your Financial Future

Retirement planning has become a bigger challenge, as life expectancy has increased. A personal plan designed to have assets last as long as you do is a prudent strategy.

Our WealthSpringTMprocess uses a proprietary distribution strategy that seeks to provide income over your full lifetime while reducing investment risk.
 
You will work directly with Bill Garrett, who has the experience to deliver: He is a Chartered Retirement Plan SpecialistSMas well as a CERTIFIED FINANCIAL PLANNERTMprofessional and has been helping individuals and families in the Nashville area with their financial planning needs for more than 25 years. He provides comprehensive financial planning and investment management services to executives, business owners, semi-retired consultants, and retirees.

As an independent, fee-based financial advisor, Bill takes pride in offering personal attention and always putting his clients’ interests first. He offers sound financial advice based on your needs and goals and adheres to the best practices promulgated by the Certified Financial Planner Board of Standards.

As an investment advisory representative of United Planners, Bill specializes in:

Let Mr. Garrett craft a strategic retirement plan or comprehensive financial plan designed to help you accomplish what’s most important to you in life.

 

William B. Garrett, CFP®, CRPS® is a Registered Principal & Investment Advisor Representative offering securities and advisory services through United Planners Financial Services, Member FINRA/SIPC, United Planners and Garrett Financial are unaffiliated.