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Financial Planning

Comprehensive Strategies

Financial Planning Process

The financial planners at Garnett Retirement Group provide unbiased, results-oriented advice that offers our clients the tools needed to make informed decisions about their future. We believe services like estate planning, tax planning, cash flow management, risk management, education planning, and wealth preservation are completely interrelated, so we develop client-specific, all-encompassing strategies tailored to help you address your goals.

We utilize a proven financial planning process that consists of five easy steps.

  1. Establish and define your needs and goals.
  2. Analyze and evaluate your current financial status.
  3. Develop and present recommendations and/or alternatives your financial plan.
  4. Execute the plan.
  5. Monitor the results and make adjustment as necessary.

Non-profit & Endowment Planning

501(c)(3) Organizations Retirement Plans

The individuals that work for nonprofit organizations work hard every day to help others. Our financial experts want to help these self-less individuals by designing a custom retirement plan just for you. We’re seasoned veterans when it comes to 501(c)(3) organizations and the 401(k) and a 403(b) retirement plans that cater perfectly to your employees’ needs.

Foundations and Endowments

Foundations and endowments provide the necessary support for charitable, academic, cultural, and religious causes. It is crucial to have a properly structured portfolio so you can continue to carry out your mission while still preparing for a better retirement. While you work, we’ll also do our best to help manage market volatility while continuing to grow to support future philanthropic endeavors.

Invest in your future with a complete financial plan.


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.

Awards Disclosures

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