We specialize in:
- Portfolio Wealth Management
- 401(k) /403 (b) Account Optimization & Management
- Retirement & Estate Planning
- IRA Rollovers
We can also assist you with:
- College Financial Aid Planning
- FAFSA Form Preparation
Due to an increasing demand for assistance with the college financial aid process, Garretson Financial has integrated college aid consulting and form preparation into our current financial planning business. It is no secret that the families who are well informed about college financial aid are those who realize the best aid packages. Families with little or no financial aid knowledge often pay more than they should and/or make mistakes that negatively impact their financial aid awards.
Many families pay more for college because they were either misinformed or uninformed. Donít be one of them!
Call us today for additional information or to arrange an appointment.