We do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial success.
Our approach can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.
Among our Financial Services are:
If this method of meeting your financial needs sounds appealing, I invite you to spend some time exploring this site.
I also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email me.
Steve Garrett and Associates – Registered Investment Advisor Firm Brochure for 2016 – ADV II
Check out Steve Garrett’s broker record on – Broker Check
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- The Survey Says
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- Parallel Universe
- Recent Market Volatility
- Buyer Beware
- A Lesson from the North
- Foucault Pendulum
- Call Me Crazy
- Big Magic
- A Letter to my Grandchildren
- Prognostication on Global Growth
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- Wishing Upon a Star
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Somethings You Should Know
Steve Garrett is a Registered Investment Adisor and A Registered Representative and Branch Office Manager with LPL Financial Services and holds a Sereis 7 And Series 8 Registration with FINRA,
Securities offered through LPL Financial – Member FINRA/SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.