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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Business Cycle
How will you weather the ups and downs of the business cycle?
Life insurance proceeds are generally tax-free. But not in all cases.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Women must be ready to spend, on average, more years in retirement than men.
What is your plan for health care during retirement?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Taking your Social Security benefits at the right time may help maximize your benefit.