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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
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Financial Planning Advice & Tips
October 3, 2022
The Most Common Regrets About Retirement
March 31, 2021
New Taxes Could Change Your Retirement
February 15, 2021
6 Numbers You Must Know Before Retirement
March 19, 2020
The State of Your Retirement Intro & Chapter 1: The Frs Pension Plan – The Guaranteed Check a Month Club
8 Wonders
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Bank Investments
3
Beating Inflation
2
Budget for Retirement
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Corporate Transparency Act
3
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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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1
Nelson Financial Planning
3
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
4
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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