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 30 years, and our two children Taylor (19) and Addison (17). I enjoy working out, playing golf, and staying active. I also enjoy being involved in my children's lives as much as a 17-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.
2645788
3870
OSAIC FS, INC.
Addison,Allen,Carrollton,Coppell,Dallas,Frisco,Lake Dallas,Lewisville,Little Elm,Plano,Prosper,Richardson,Rockwall,Rowlett
25
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.
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Financial Planning for Individuals
No
Yes
Yes
I have a clean record
I have a clean record
Series 6, Series 63, Series 65
Variable Annuity, Life, Annuity, Disability
Mutual Funds, Exchange Traded Funds (ETFs), Insurance, Annuities
Your Office, Email, Phone, Our Office, Your Home
Fee-Based
$250,000
Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design
200
$32,000,000
WiserAdvisor provides client referrals to financial professionals of Osaic FS. WiserAdvisor is not a current client of Osaic FS for brokerage or investment advisory services. Osaic FS's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to Osaic financial professionals, resulting in a conflict of interest.
Securities and investment advisor services offered through Osaic FS, Inc. member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
For more information regarding Osaic FS's investment advisory services, please review Osaic FS's Form CRS and Forms ADV, Part 2A, which are available at:
https://osaic.com/fs/accounts/disclosures
Additional Detailed Disclosures
