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While your physical health is of primary concern, we know that your financial health is also incredibly important to you. We may not be able to meet together in person, but we can still connect and discuss any concerns you have.   We’ll be in touch with you as events evolve, continuing to provide updates and support. As always, please feel free to contact us at (813)387-2539 or [email protected], [email protected], [email protected] or [email protected]  any time.   We are always here for you.

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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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Plan, manage and invest your finances today.

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Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor. GRP and Garnett Retirement Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: DC, FL, KS, MN, NC, NV, TN, VA.

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