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
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Your Shifting Risk Tolerance
Time and market performance may subtly and slowly imbalance your portfolio.
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Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.