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Our Process

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.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

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