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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
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Financial Planning Advice & Tips
June 5, 2023
Does Digital Currency Spell the End of the US Dollar?
May 5, 2023
What You Need to Know about Your Cash at the Bank & Why You Should Roll Your 401K to an IRA
January 26, 2023
Will You Lose Some of Your Social Security Due to Medicare Premiums?
October 3, 2022
The Most Common Regrets About Retirement
September 14, 2022
The Four Basic Parts of Creating an Investment Portfolio
August 17, 2022
How Important Are New ESG Funds?
June 6, 2022
Inflation Is Coming! – Ways You Can Plan for Increased Prices
April 5, 2022
How 1031 Exchanges Can Save You Money!
March 15, 2022
Customer Service Is Changing!
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8 Wonders
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Bank Investments
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Beating Inflation
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Budget for Retirement
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Corporate Transparency Act
2
Digital Currency
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Energy Tax Credits
1
ESG Funds
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Featured Blog
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Financial Planning
9
Financial Success
3
Importance of Dividends
2
Investment Portfolio
4
IRA
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Joel Garris
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Nelson Financial Planning
2
Net Worth Improvement
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Next Gen Dollars and Sense
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Pension Plans
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Retirement “Secure” Act
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Retirement Regrets
4
Social Security
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Tax Liability
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Tax Planning
5
Year-End Tax Changes
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About
Our Service Guarantee
Our Team
Certified Financial Fiduciaries
Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
Robert L. Field, CF2™
Kristin Castello, CPA, CFP®
Chet Cowart, CF2™
Zach Keister, CF2™
Associates
Jack E. Nelson, MBA
Andrew Ballentine, JD
Client Service Team
Our Fee Structure
In the Media
Giving Back
Services
Retirement Income Planning
Wealth Management
Retirement Planning
Legacy Planning
Tax Saving Strategies
Florida Retirement System
Behavioral Coaching
Dollars & Sense
Our Book
Our Podcast
FRS Info
Blog
Contact Us
Important Information
Account Access