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Joel J. Garris, JD, CFP®
Christina Lamb, EA, CF2™
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January 26, 2023
Will You Lose Some of Your Social Security Due to Medicare Premiums?
March 15, 2022
Customer Service Is Changing!
September 24, 2020
Financially Savvy House Buying
8 Wonders
1
Bank Investments
3
Beating Inflation
1
Budget for Retirement
3
Corporate Transparency Act
2
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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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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