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Financial Planning Advice & Tips
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Pensions Are Under Attack!
December 1, 2021
Two Tools You Need to Use to Improve Your Net Worth!
November 14, 2021
You Just Took a 5% Decrease in Pay!
November 1, 2021
How To Become More Valuable!
October 1, 2021
The Retirement “Secure” Act 2.0!
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How to Become a Millionaire!
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Robinhood!
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Your Debt Is About to Cost You More Money!
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Next Gen Dollars and Sense
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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