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Our Services

How we can help you

Our Process

Making your money work for you

  • We understand your unique needs

    After listening to your needs, desires and dreams, we create a comprehensive financial plan.

  • We provide recommendations

    If you need our opinion on a decision, we're always here for a quick call or email.

  • We implement your custom strategy

    Our team creates a plan of action that meshes with your comfort level and personal preferences.

  • We review and refine

    Regularly scheduled meetings allow us to formally review and track your progress.

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Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Garnett Retirement Group, a registered investment advisor. Garnett Retirement Group, a division of Hub International Carolinas and Hub International are not affiliated with LPL Financial.

The financial professionals associated with Garnett Retirement Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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