Who We Work With

 

Our Clients

  The people we work best with are those who are seeking to bring their financial goals and dreams into clear focus. Generally from the upper middle income bracket, they are people who understand that a well thought out plan will increase their chances of achieving their objectives. Our clients tend to be computer literate, hard working, intelligent and successful people. They don’t want a salesperson, but rather a financial advisor who is knowledgeable and who values their business - someone they can trust and feel comfortable working with. Being a fee-based financial planning firm helps us meet those expectations.
 

Common concerns we hear from prospective clients...  
 
Is there anyone out there I can trust? 
 
I'm out of my league when it comes to investments. 
 
I need someone to free me from having to keep up with investing and to advise my family if something should happen to me. 
 
I have to be responsible for most of my retirement income.  I need someone who can lay out a plan and keep me on track for retirement.
 
I want to take early retirement but how can I access my 401(k) and Pension Lump Sum without income tax penalties if I’m under 59 ½?
 
I’m retired. How can I be sure my retirement savings will last?

In our experience, people engage
Garrett Financial when they:

 
  • Want an objective and experienced advisor to roll over an employer retirement account.
  • Are unhappy with their current investment advisor.
  • No longer can or want to continue managing their investments. 
  • Want help with retirement planning. With so much uncertainty about the future of Social Security, people realize they must be personally responsible for their retirement security.
  • Want someone who can integrate all their goals into one comprehensive financial plan. 
  • Receive an inheritance and don’t know how to invest it.



Our Ideal Client


We realize we can’t be all things to all people. Clients with the following characteristics are the most likely to be happy working with Garrett Financial: 

 
  • Upper middle to high income bracket which permits them to fully utilize the strategies we employ
  • Long-term, big-picture view 
  • Motivated and goal-oriented
  • Willing to invest time in their financial plan
  • Looking for objective advice and a long-term financial planning relationship
  • Demand quality, experience, personal attention and frequent contact
  • Want to work with a CERTIFIED FINANCIAL PLANNERTM professional
  • Want an advisor who is available to them and always looking for ways to be of service
  • Want to learn
  • Willing to delegate
  • Respect us and our work as much as we respect them
  • Realize the importance of regular updates to their plan and the need for an annual review of their plan

  Learn more about How We Work.