William B. Garrett

William B. Garrett

Garrett Financial, LLC

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $250,000

Minimum client income required: $200,000

Title: President

Offering advice since: 1987

Areas of focus:

  • Annuities
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Tax Planning

Further information about William B. Garrett:

Bill Garrett has been providing sound FINANCIAL PLANNING advice and INVESTMENT SERVICES to his clients since 1987. A CERTIFIED FINANCIAL PLANNERTM professional, Bill is the founder/owner of Garrett Financial, LLC, in Brentwood, TN, where he assists retirees and successful individuals accumulate and preserve wealth through conservative and personalized investment and estate planning strategies. He also helps businesses by establishing qualified retirement plans and by integrating orderly business succession strategies with personal estate planning for business owners.

Garrett Financial specializes in retirement and estate planning as well as personal portfolio management for affluent and high net-worth individuals, successful professionals and business owners. Among these are retirees, inheritors, divorced and widowed individuals.

In talking about his philosophy, Bill speaks with sincerity and conviction: "I focus at all times on my clients' best interests and strive to set the standard for personal service and professional excellence. I 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 unique needs. Personal attention is a very important element of my practice."

Bill is a graduate of Washburn University in Topeka, KS. He also attended Washington University School of Law in St. Louis, MO. As part of an ongoing program to maintain professional excellence he is actively involved in advanced continuing education courses on insurance, estate planning and portfolio management.

Bill has conducted many public and private seminars on financial planning, asset allocation strategies and investing for such groups as the Tennessee Bank Examiners. He has also produced copyrighted seminars being used by other professionals across the country and in adult education courses.

Active in his community, Bill is a member of the Church of Christ, The Greater Cool Springs Chamber of Commerce, and the local Financial Planners Association of Middle Tennessee. For two years he served as director and organizer of the "Financial Planning Hotline," co-sponsored by the Middle Tennessee Chapter of the Institute of Certified Financial Planners and The Tennessean newspaper. He has served on the Board of Directors of the Middle Tennessee chapter of the Institute of Certified Financial Planners, and was a facilitator for the 1996 National Tax Debate hosted by US Congressman Bob Clement. He has also been a source of information to Senator Bob Corker regarding the Federal deficit and its potential long-term impact on America.

Bill has been a regular columnist for Active Times Magazine, a frequent contributing writer for The Nashville Business Journal, and has appeared on local television as a personal finance expert. He also serves as a resource on financial planning information for major newspapers and magazines.

Bill, his wife Julie and their two daughters, live in Franklin, Tennessee. He enjoys spending time with his family, attending the girls' school and athletic events, and teaching them how to fish. He is also an avid woodworker.

Compensation and Fee Structures:

Fee-based

Licenses, Certifications & Affiliations:

Series 7, 63, 22, 6, 24
CFP, CCPS

Education:

B.A. Washburn Univ, 1969
College of Financial Planning, 1993

Will provide references upon request?

No


Further information about Garrett Financial, LLC:

Garrett Financial, LLC

(Size of firm: 0-9 advisors)

A fee-based financial planning firm, we specialize in retirement planning, estate planning and portfolio management. We have been serving clients in the greater Nashville area since 1988.

You have many choices when it comes to selecting a professional to help you plan for your financial future. You want someone who has the expertise and experience to help guide you through the ongoing process, someone who provides the highest level of personal service, and, most of all, someone who is committed to putting your interests first. As an independent financial planning firm and a Registered Investment Advisor, we work only for our clients and have no relationships with any company that would compromise our ability to serve your best interests.

Our mission is to help you achieve your objectives. By asking the right questions and really listening to what you say (and sometimes what you don't say), we learn what is important to you, what your dreams are and how you want to live your life. Only with that understanding can we help you craft a plan and design a financial road-map to get you where you want to go.


Contact Information for William B. Garrett

Phone: (615) 221-0030
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Fax: (615) 221-9807

Address for William B. Garrett:
Suite 240
7000 Executive Center Drive
Brentwood, TN, 37027

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