FINANCIAL PLANNING AREAS
NET WORTH
&
CASH FLOW
ASSET ALLOCATION
RETIREMENT
PLANNING
EDUCATION
PLANNING
DEBT PAY-OFF
STRATEGIES
DISABILITY
INSURANCE
SURVIVOR NEEDS/LIFE INSURANCE PROTECTION
LONG-TERM
CARE
INSURANCE
LEGACY & ESTATE
STRATEGIES
Financial Planning is the most comprehensive solution that is offered at The Garback Agency. A financial plan is the roadmap to help turn your dreams into a reality, and we are here to help not only create the map, but to also be your guide. Like every client, each plan is unique and tailored to your individual and family needs. Therefore, we will work directly with you to customize a plan.
Our unique process begins with data collection, utilizing your individual financial website with eMoney. The next step is meeting to establish what your goals and desires are, both quantitatively and qualitatively. After getting to know you and your goals, we analyze the data and develop recommendations. These are presented along with an implementation schedule. Then we work together to put your plan into action.
The planning relationship is a wonderful journey that we enjoy embarking on with any individual, couple, or family that wants to invest in creating a brighter financial future! To get started today, book a no obligation financial planning consultation.
eMoney is intended for informational purposes only and is not intended to replace official account statements from the sponsor or custodian. As always, you should refer to your official account statements to compile a complete and accurate inventory of your accounts. You are also strongly encouraged to review your official account statements and compare them against the values and other information contained on your eMoney website. In the case of any discrepancy, you should rely on your official account statements as the most accurate source of information. Questions regarding any account listed should be directed to the customer contact information identified on the official account statement. Assets may not be covered by SIPC.