We’ll help you manage, plan and invest your finances today. Get Started.

Retirement Planning

We work with small businesses, professionals, high net worth individuals and corporate employers to develop a comprehensive, custom-built strategy to help them pursue their financial goals.

Retirement Planning Process

Your retirement plan should be an asset, not a source of stress. We can help with the design, implementation, investment strategy, and monitoring of your most valuable possession in life—your retirement funds. We’ll start by analyzing your current plan and the needs of your family down the line. If we need to change your plan, we help you select individual funds using a 12-point scoring system that considers rankings, investment style, class, and the manager.

Throughout the entire process, you’re welcome to meet with our advisors and, for corporate clients, we’re always available to help enroll your employees. We want you to retire with dignity and without worry.


Business owners and human resource managers understand that the retirement plan is a critical component of the overall benefits package. Attracting and retaining the right employee is important to the company’s bottom line. We work with you to create a well-crafted and well-communicated plan that may help meet the corporate goal.

You understand the value of both time and money and so do our advisors. When you choose Garnett Retirement Group, we work to improve your plan’s design and overall performance. We want your employees to understand and appreciate the retirement plan, making it an investment rather than a pure expense to your corporation.

We help with qualified and non-qualified plans, such as:

  • Defined-benefit pension plans
  • Cash Balance Pension plans
  • 401(k) plans
  • Non-qualified deferred compensation plans
  • Non-qualified executive bonus programs
  • Captive insurance arrangements


As an individual, your retirement plan may be the largest asset in your life other than a home. It’s also important to understand your retirement plan’s design and options that fit your lifestyle.  Our advisors can put together an individual plan that will help them pursue their specific goals.

Physician Groups

Finding the right retirement plans for physicians and their practices requires a great deal of time, patience, and research. With that said, our advisors will do whatever it takes to find the offerings that provide the services you and your employees need.

From the beginning our experts painstakingly combed through this unique segment of the market and can provide a much more robust suite of offerings. Contact us today and see what makes Garnett Retirement Group qualified to work with physicians.

Start a plan, build wealth and retire in comfort.


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

© 2024 Garnett Retirement Group. All Rights Reserved.