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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It may help your business be better prepared in the event of the death of a principal or key employee.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
It's important to understand how inflation is reported and how it can affect investments.
Five strategies for managing your student debt.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Making the most of surprises is a great reason to work with us.
Are Real Estate Investment Trusts right for your portfolio?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.