CONNECT

Address:

725 Cool Springs Blvd., 6th Floor
Franklin, TN 37067

Phone:

(615) 221-0030

Fax/Other:

(615) 221-9807

William Garrett

Founder

Bill Garrett has aimed to provide sound financial advice and service to his clients since 1987.  A Certified Financial Planner professional since 1994, Bill is the founder/owner of Garrett Wealth Management, LLC (formerly Garrett Financial, LLC) in Franklin, Tennessee, where he assists retirees, executives, and business owners with their financial planning. He is a past CFP® Board of Standards Ambassador, lecturer, and columnist on financial planning. Bill is also a long standing member of the Financial Planner Association.  He is a graduate of Washburn University, Topeka, KS, earning a bachelor's degree and the College for Financial Planning where he received his degree as a Certified Financial PlannerTM. .

He is a member in good standing of the Ed Slott Elite IRA Advisor GroupTM.

Ed Slott’s Elite IRA Advisor Group™ is a group of financial advisors dedicated to solving the country’s biggest and most complex financial problem — effectively managing the distribution of assets from Individual Retirement Accounts (IRAs).

 

To be a member of Ed Slott’s Elite IRA Advisor Group™, an advisor must meet the educational requirements and make a commitment to continue their IRA training with Ed Slott and Company.  This training involves multiple live sessions as well as on-going instruction throughout the year from Ed Slott and his team of IRA Experts. For additional information go to http://www.irahelp.com

As a Fiduciary Bill focuses on his clients' best interests and strives to set the standard for personal service and professional excellence.  He works to help retirees and other individuals preserve and increase their wealth through conservative asset management and tax-advantaged retirement and estate planning that is custom designed for each client's individual needs and goals.  Personal attention is a very important element of his practice. Bill's approach to financial planning is based on fundamentals and a holistic approach to each unique situation. He works cooperatively with clients' attorneys, accountants and other advisors. As the chief financial planner for the client he wants to make sure that advice of other advisors is aligned with the clients' financial plans.

Active in his community, Bill is a member of the Church of Christ, the Chamber of Commerce, and the local Financial Planners Association of Middle Tennessee. He has done mission work to aid impoverished families and children in Honduras and provides college scholarships to youth in Middle Tennessee in conjunction with an outreach program of the YMCA where he has served on the Board of Directors.

In 1998, Bill saw what he believed was a weakness in the prevailing advice being given by advisors to many individuals needing long term income from their savings. He developed the trademarked WealthSpringTM income approach to investing designed to provide dependable income, financial flexibility, and asset preservation.

Bill has conducted many public and private seminars on financial planning, asset allocation strategies and investing. He has written financial columns for Nashville Business Journal and Active Times, and been published in various trade journals. Bill says, "Nothing has ever approached the satisfaction I get from having made lasting friendships with clients and hearing their appreciation for the help I've given. What a great way to make a living!"

Phone 615-221-0030
Fax 615-221-9807
Mobile Phone 615-509-0310
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck