We hope you are well and staying healthy.
Please know we are here to help. We are open and happy to chat by phone or video or meet in person at our office under CDC guidelines.

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.

1 Experience

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.

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