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- 2020
- 2019
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- 2016
- December 2016
- November 2016
- About Joel Garris, CEO
- The State Of Your Retirement Chapter 5: Retirement Income – Your Age And The Account Matters
- The State Of Your Retirement Chapter 4: Shifting Sands For Current Employees – The Litany Of Changes Since 2008
- The State Of Your Retirement Chapter 3: FRS Investment Plan – Leaving It To The Kids
- The State Of Your Retirement Chapter 2: DROP – The Holding Bin For Your Pension Check
- October 2016
- September 2016
- August 2016
What Sets Us Apart?
- Integrated retirement planning, tax mitigation, legacy planning and wealth management with a focus on timely and proactive client communication.
- Family owned and operated since 1984 with a tradition of producing superior investment results at a cost typically 25% less than other firms.
- Central Florida’s fastest growing and most honored financial planning firm with the area’s longest running radio show.