At Garrett Michael Financial, we work with clients in many different stages of their lives; Accumulation, Risk Management, and Income Distribution. We utilize an investment approach that underlines risk-managed portfolios to help investors meet their unique financial goals. Our goal is to make sure our clients understand their investment choices by placing their wealth and well-being above all else.
Helpful Content
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
How Income Taxes Work
A quick look at how federal income taxes work.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
View all articles 
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
View all calculators
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.