Defining Your Needs
We aren’t yes-men. Our clients want honest, truthful answers without the fluff which is exactly what we deliver. We’ll try to provide the best strategies for your situation and we’ll even work in the eleventh hour to adjust to changes in goals or markets. Garnett Retirement Group won’t simply forget about your account; our ongoing reviews help to ensure that your assets are in the right basket.
Demanding that you make a certain investment or move assets to a certain account isn’t in our nature. As a responsible financial advisor, we provide guidance and support when making decisions so you can choose what’s right for your family.
Implementing a Plan
After sorting out the details and providing our recommendations, we move swiftly to put your financial plan into action. As our advisors implement, we’ll keep you in the loop through one-on-one meetings.
Review & Refine
Our financial plans are carefully constructed, but markets can be volatile, rates go up and down, and sometimes your investments don’t pan out the way we expected. That’s why we constantly review and refine aspects of your plan in an effort to get ahead of those markets shifts.