Our Service Guarantee
Our 5-4-3-2-1 Guarantee
5 Proactive Electronic Communications
Each year you will proactively receive at least 5 electronic communications written by Joel Garris that directly address the current headlines.
4 Invitations to Client Educational Events
Each year you will receive an invitation to four different client educational events.
3 Mailings and Calls
Each year you will receive at least 2 general mailings and a phone review of your financial situation. The mailings typically occur in January and August and the phone review typically occurs during the summer months of May through September.
2 Office Meetings
We actively encourage office visits as a means of not just reviewing your financial situation but deepening our relationship. We ask that you schedule at least 2 office meetings each year.
All financial planners follow the same financial planning process created by Joel Garris – Guaranteed!
What Sets Us Apart?
- Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
- Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
- Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.