LPL Financial
The Garland Financial Group was started by Renee Garland for two reason. First, to focus on client needs, instead of corporate profits. Secondly, to provide holistic planning and client strategies at a reasonable cost.
Our motto is "do unto others as you would have done unto you.". We enjoy and pride ourselves in building relationships and providing valuable personal service to our clients.
Our philosophy is to empower our clients with the information they need to make strong financial decisions, in doing so, that they may work towards their established goals.
The Garland Financial Group has the knowledge and resources to work with business owners and individuals alike assisting them with a broad range of financial issues, including:
- Personal Financial Strategies
- Retirement Planning
- Insurance Services
- Executive and Employee Benefits plans
- Estate planning
- Investment Strategies
We look forward to getting to know you and assisting you in working towards the goals you set for yourself.
Newsletters
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.