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Youve got dreams to chase. When youre ready to retire, your income should be ready for you. At Jackson, were focused on supporting you in the present, so that youre free to make the future yours.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC). With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting. We provide Fee-Only financial planning services, including advice in the areas of cash flow and budgeting, risk management, estate planning, retirement planning, education funding and investment advice. In addition, some of our offices provide ongoing portfolio management services, income tax return preparation or other specialized financial advice. We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone–individuals and families just starting out, middle income do-it-yourselfers and those nearing or in retirement. Whether in the form of a one-time review, second opinion or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Lafayette Square Holding Company, LLC is an impact-driven, minority-owned investment platform. Founded by Damien Dwin in 2020, the Firm confronts critical societal challenges with capital and services in three core areas: housing, jobs, and financial inclusion.
Neocova helps banks make data strategies simpler. We capture better business insights and drive better business outcomes through comprehensive data normalization — enabling a seamless transition to the data-driven economy.
Unifund is one of the leading providers in Financial Services. It is based in Lewis Center, OH. To find more information about Unifund, please visit www.unifund.com