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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
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Financial Planning Advice & Tips
July 12, 2021
Is Your Home a Massive Tax Liability?
June 10, 2021
Being a Successful Investor!
June 1, 2021
The Benefits of Pre-Tax Retirement Accounts
May 30, 2021
The 8th Wonder of the World You Need to Know About
May 14, 2021
Habits That Destroy Your Retirement
April 30, 2021
The S&P 500 or the S&P 5?
April 15, 2021
Buying a House
March 31, 2021
New Taxes Could Change Your Retirement
February 25, 2021
Unforeseeable Market Surprises
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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
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Energy Tax Credits
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Financial Planning
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Financial Success
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Importance of Dividends
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Investment Portfolio
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IRA
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Joel Garris
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Nelson Financial Planning
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Net Worth Improvement
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Next Gen Dollars and Sense
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Retirement “Secure” Act
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Retirement Regrets
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Social Security
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Tax Liability
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Tax Planning
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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