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.
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Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Rightsizing for Retirement
What does your home really cost?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.