Our Services

Our Services

Investment Management

Garner Financial Management’s mission is simple: we develop investment portfolio strategies tailored to meet your long-term goals. We focus on what we do best; solving your investment management needs so that you have the time to focus on the activities you enjoy. We develop and manage portfolios for:

  • Individuals
  • Families
  • Businesses(S & C corps, LLCs & partnerships) 
  • Charities & Foundations

Financial Planning

A financial plan is the fiscal equivalent of a thorough medical examination. Not only is it a complete review of all aspects of personal finances but it will show strengths, weaknesses, risks, and opportunities; helping to develop a plan to address your needs and concerns. The process begins with a preliminary consultation to discuss your goals and concerns and will include basic fact-gathering to determine areas for further discussion and review. Based upon the preliminary consultation, the scope and potential areas for further consideration can be determined. It typically encompasses a review of:

  • Investment management, examining your risk profile, savings rate and investment allocation relative to your financial goals(retirement, education, etc..)  
  • Reviewing insurance coverage and identifying potential risks, including homeowner's, umbrella coverage, life, disability, medical & automobile.
  • Employee benefit programs 
  • Estate planning
  • Tax planning

No plan is or can be static. As time passes your needs and goals will change, as can external factors such as the tax code, Social Security, medical coverage, etc.. We will regularly review your plan with you to ensure that it is still appropriate and adjust it as needed to help you achieve your financial goals. 

Retirement Plans

GFM has the resources and knowledge to help establish the ideal retirement plan for your needs. We work with individuals, small and large businesses & non-profit organizations to help establish and manage:

  • 401(k) plans
  • ​Defined Benefit Plans
  • 403(b) plans
  • Simple IRA
  • Traditional & Rollover IRA

Retirement Planning

We know that planning for your retirement, whether it's around the corner or decades away, can be a daunting task. At GFM, we can assist you with those plans at whatever stage you are at. It's never too early or too late to plan for a better future.

Your retirement plan is the foundation of your financial plan.  We will analyze how much you need to save in order to reach your retirement goals, where you should be saving this money, and help you estimate an appropriate retirement date.   We'll analyze several scenarios depending on your specific situation.  We'll continue to monitor and update this plan as needed to make sure you stay on the path to retirement.

Social Security Data Submission

Education Planning

We can assist you in analyzing the best way to save for your children's, grandchildren's, or anyone else's educational needs. We'll help to determine the most appropriate way to save for your educational goals, utilizing Section 529 Plan, Coverdell Savings Plan (Education IRA), Custodial accounts, Roth IRA's, individual accounts or some combination of these to save.
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