40 Year Anniversary Changing Lives with Successful Financial Plans Award banner

Our Commitment to Your Financial Well-being

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.