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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
Robert L. Field, CF2™
Kristin Castello, CPA, CFP®
Chet Cowart, CF2™
Zach Keister, CF2™
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Jack E. Nelson, MBA
Andrew Ballentine, JD
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December 6, 2023
Major Announcement! We Share Our New Book: Next Gen Dollars and Sense
8 Wonders
1
Bank Investments
3
Beating Inflation
1
Budget for Retirement
3
Corporate Transparency Act
2
Digital Currency
1
Energy Tax Credits
1
ESG Funds
1
Featured Blog
0
Financial Planning
9
Financial Success
3
Importance of Dividends
2
Investment Portfolio
4
IRA
1
Joel Garris
1
Nelson Financial Planning
2
Net Worth Improvement
1
Next Gen Dollars and Sense
1
Pension Plans
1
Retirement “Secure” Act
2
Retirement Regrets
4
Social Security
3
Tax Liability
3
Tax Planning
5
Year-End Tax Changes
2
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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