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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the economy's cycles can help put current business conditions in better perspective.
Healthy habits are one of the greatest gifts to give your child.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know these three personal finance sayings?