FINANCIAL PLANNING AREAS
SURVIVOR NEEDS/LIFE INSURANCE PROTECTION
LEGACY & ESTATE
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.