Nearly twenty years ago, Bill identified a weakness in the prevailing advice being given by advisors to many individuals needing long-term income from their savings, a shortfall in financial planning that still largely exists today. While income needs in retirement call for immediate, short and long-term strategies, many advisors were taking a singular, stagnant approach that failed to recognize or plan for these complex needs. As a result, Bill developed the trademarked WealthSpring™ Bucket Plan income approach to investing in 1998, designed to provide dependable income, financial flexibility, and asset preservation through a strategic, structured approach.

As Garrett Wealth Management has continued to grow and enhance our services to serve as an advisor to the affluent, we have expanded WealthSpring to be part of a four-step prosperity planning process. As a client, you can expect the following comprehensive approach to identify any potential gaps or opportunities in your financial plan:

• Discovery: Identify your goals and objectives
• Direction: Take action to organize your financial life and estate to establish a clear current picture
• Design: Create a custom-designed financial plan using our structured WealthSpring approach
  
• Ongoing Service and Review: Provide proactive communication, education and review of your accounts to maintain alignment of your needs and investments

GARRETT WEALTH AUDIT

To begin your journey towards a coordinated, holistic financial plan, contact us today for your complimentary Garrett Wealth Audit! We will provide a comprehensive review of your current financial plan to identify any areas we may be able to help you better control taxes, protect assets and prosper throughout retirement.