Jeffrey M. Garton
I have been a resident of Dallas for over 48 years. I reside in McKinney, Tx. with my wife Tammy, whom I have been married to for 32 years, and our two children Taylor (21) and Addison (19). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 21-yr old & a 19-year-old will let you. I graduated from Texas State University, where my wife and I met.
My objective is to educate my clients and explain what my recommendations are and why. I want my clients to walk this journey with me and be involved. One thing that has always been a precedent of mine is finding a solution for my clients. I believe in finding the "square peg that will fit in the round hole." This method allows me to research my clients and find the best-case scenario for each of them rather than a "cookie-cutter approach." It is the challenge of this business and what I look forward to every day. I assist my clients in the areas of asset management as well as insurance needs if the need exists. If you are looking for someone that will explore the full financial arena for you or to manage your assets then give me a call.
1998
1 Employee
OSAIC WEALTH, INC
Addison, Allen, Carrollton, Coppell, Dallas, Frisco, Lake Dallas, Lewisville, Little Elm, Plano, Prosper, Richardson, Rockwall, Rowlett
18
I started in the industry with Fidelity Investments over 25 years ago. Since then I have been with large financial institutions that provide economic security & comfort to my clients. My areas of expertise are asset management, tax advantage investments, retirement planning, college planning, and assisting clients with their life insurance & disability income insurance needs. One thing that I have learned throughout my years within this industry when speaking with prospects & clients is everyone is different when it comes to their needs, their comfort with investments, & their objectives.
Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Planning for Individuals, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management
Disability, Annuity, Life, Variable Annuity
Insurance, Exchange Traded Funds (ETFs), Annuities, Mutual Funds
Your Home, Our Office, Phone, Email, Your Office
Fee-Based
$250,000
Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design
200
$40,000,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
