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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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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Bond Yields Are Up, but What Are the Risks?
After years of low yields, bonds are offering higher yields that may be appealing to investors regardless of their risk tolerance. This article provides an overview of bond risks.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.