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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
Robert L. Field, CF2™
Kristin Castello, CPA, CFP®
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Financial Planning Advice & Tips
May 5, 2023
What You Need to Know about Your Cash at the Bank & Why You Should Roll Your 401K to an IRA
January 30, 2021
When Should You Start Investing
September 4, 2019
The FRS Investment Plan – Leaving It to the Kids
8 Wonders
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Bank Investments
3
Beating Inflation
1
Budget for Retirement
3
Corporate Transparency Act
2
Digital Currency
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Energy Tax Credits
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Financial Planning
9
Financial Success
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Importance of Dividends
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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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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