Facts and Insights
Garrison Financial Planning, Inc. is a highly reputable financial planning firm with a team of experienced and knowledgeable advisors. Since its establishment, Garrison Financial Planning has shown consistent growth and success in helping clients achieve their financial goals.
One of the key factors that sets Garrison Financial Planning apart is their client-focused approach. They understand that every client has unique financial needs and goals, so they provide personalized and comprehensive financial planning services to meet those needs.
How does the advisor help clients – Key Takeaways:
– Provides personalized and comprehensive financial planning services
– Has a client-focused approach
– Helps clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered
Garrison Financial Planning offers a wide range of financial services to help clients achieve their financial goals. These services include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Insurance planning
– Education planning
– Budgeting and cash flow analysis
Client Types
Garrison Financial Planning works with a diverse group of clients, including:
– Individuals
– Families
– Small business owners
– High net worth individuals
– Corporate executives
Fees & Compensation
Garrison Financial Planning follows a fee-based compensation structure, which means they are compensated based on a percentage of the assets they manage for a client. This structure aligns the advisor’s interests with the client’s, as their compensation is tied to the success of the client’s investments.
They also have a transparent fee schedule and do not charge commissions or hidden fees, ensuring that their clients receive unbiased and personalized financial advice.
Background
Garrison Financial Planning was founded in 2008 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
The team at Garrison Financial Planning consists of experienced and qualified advisors with backgrounds in finance, accounting, and law. They regularly attend conferences, seminars, and workshops to stay updated on the latest trends and developments in the financial industry. This enables them to provide the best possible advice and services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Garrison Financial Planning has a fiduciary duty to act in the best interest of their clients. This means that they are legally obligated to put their clients’ interests ahead of their own.
In addition, they have a strict code of ethics and disclosure policy in place to ensure transparency and maintain the trust of their clients. This includes disclosing any potential conflicts of interest and fully informing clients about fees and compensation.
In conclusion, Garrison Financial Planning, Inc. is a reputable and experienced financial planning firm that puts their clients’ interests first. With a client-focused approach, a comprehensive range of services, and a transparent fee structure, they have helped numerous clients achieve their financial goals and have established themselves as a trusted partner in their clients’ financial journey.