Services

We Focus On Results Oriented Services

Garner Financial provides financial planning* and investment advisory services* to individuals and businesses. Clients often engage us to be their "financial quarterback" streamlining the financial planning process.

To Help You Make Wise Decisions About Your Wealth

Wealth Optimization System

  • Financial Independence - A complete analysis of what defines financial independence for you. Determine how much total wealth you will need to achieve and / or maintain financial independence for the rest of your life.
  • The Family Legacy - Be able to transfer what you have, to whom you want, when you want, the way you want, at the lowest possible cost.
  • Charitable Legacy - Direct your social capital in a manner that is consistent with your values. What man often fears is not so much extinction, but extinction with insignificance. Be proactive in searching to move beyond more superficial rewards toward a greater sense of personal significance and contribution.
  • Wealth Management and Retirement Planning - Through various investment programs, ranging from separately managed portfolios of stocks and bonds to mutual funds and third-party wealth management programs, we will personalize your investment portfolio to meet your financial goals. We will monitor the changing financial environment and make adjustments as appropriate or if your needs change.
  • Business Succession and Exit Planning - We’ll help you determine an exit strategy and “pass the baton”.

Wealth Management

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*Investment advisory services offered through Eagle Strategies LLC, A Registered Investment Adviser.
**Securities products and services offered as a Registered Representative of NYLIFE Securities LLC (Member FINRA/SIPC) A Licensed Insurance Agency.

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