top of page

CHOOSE HOW WE WORK WITH YOU

Insurance Protection
  • Client Value: Ideal for potential clients interested in learning about the services provided by The Garback Agency, and existing clients who have not reviewed their accounts with us in a year or more.

  • Depth of Analysis: 45-minute phone call with overview of TGA and our offerings, education on products and services interested in, and review of existing accounts advised by our firm.

  • Recommendation: Within 48 hours after phone call, clients will receive an email with a summary of their discussion and the suitable products and services recommended by the advisor. A designated specialist will follow up with you.

  • Follow Up: Reach out to us with questions or concerns any time. We will follow up with you to create an action plan until we receive a response with your decision.

Wealth Management
  • Client Value: Ideal for potential and existing clients who have a desire to have ongoing monitoring of their investments.

  • Depth of Analysis: Minimum of one required annual review. Ongoing support and advisor management of your accounts.

  • Recommendation: Within 48 hours after phone call, clients will receive an email with a proposal and next steps. 

Financial Planning
  • Client Value: Ideal for potential and existing clients seeking a holistic, objective plan for a successful future.

  • Depth of Analysis: Minimum of three face-to-face or video meetings. Ongoing and in-depth financial planning custom-tailored to your individual needs.

  • Recommendation: Extensive communication with you and advisor to execute the financial plan delivery.

Doug Sitting Headshot.jpg

SUBSCRIBE

Receive financial wellness tips and insight from Doug directly to your inbox

bottom of page