Broker Check

Confidence & Clarity for
Every Ascent

Helping guide families, entrepreneurs, business owners and individuals with integrity and purpose.

Discover Your
Next Step

Why Choose Us
Your Success is our Priority.

At Garner Group Financial, you are our priority, and we want you to help pursue your definition of success. By focusing on your unique goals and values, we can collaboratively plan your roadmap and help you take those first steps towards your future you envision.

Financial <br/>Planning

Financial
Planning

Financial Planning is core to what we do. The future is unknown and we do our best to walk clients through each potential decision they can make regarding their goals while maintaining their personal values.

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Wealth <br/>Management

Wealth
Management

Wealth Management is an essential part of the planning process, but not mandatory. We take rigorous steps to ensure your portfolios match your risk tolerance, risk capacity, liquidity needs and stated goals.

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Legacy <br/>Planning

Legacy
Planning

Legacy Planning is necessary for families who wish to plan to leave assets for their loved ones. By exploring different strategies, we can analyze different scenarios and help clients pursue the one that best expresses their wishes and work with their estate attorney to achieve them.

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Business <br/>Planning &#38; Entrepreneurs

Business
Planning & Entrepreneurs

Business owners and Entrepreneurs have many unique needs when it comes to financial planning and wealth management that may be overlooked without proper guidance.

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What Makes Us Different

Eugene Garner

Financial Advisor

Eugene Garner is the founder and president of Garner Group Financial LLC. He has over 20 years of experience in the industry and has served clients from all age groups without sacrificing quality or service standards. Specializing in pre-retirees looking to transition to retirement and currently retired clients, Eugene takes the time to help clients realize what matters most to them to prepare for retirement or help amplify their enjoyment of their retirement.

Russell Garner

Financial Advisor

Russell Garner is a former professional touring drummer turned financial advisor. With a unique background in the music industry, he brings a creative yet disciplined perspective to financial planning, particularly for clients in sports and entertainment. Russell holds a specialized accreditation in Sports and Entertainment Wealth Management, allowing him to serve high-performing professionals with tailored strategies to grow, preserve and transition their wealth.

Joseph Garner

Financial Advisor

Joseph Garner is dedicated to helping clients develop and implement their financial goals according to their personal values while helping map out both short and long-term objectives. Joseph recognizes that every situation is unique and requires a thoughtful approach to personalized advice that is crafted in the best interest of the client. Joseph has extensive experience helping clients optimize their investment portfolios to meet their needs while helping clients understand how and why they are invested.

3 Simple Steps to Financial confidence

Our Process lets us help instill clarity and confidence for our clients. Deep, meaningful relationships drive our practice and help us do our best work, whether simple or complex.

Discovery Meeting

In our initial meeting, we will cover a broad range of topics, such as goal setting and your personal values. We will then explore your financial situation and determine if we are a good fit together.

Plan Proposal & Onboarding

If we move forward, we will take the time to collaboratively craft your financial plan. We want to help create a strong foundation for your financial life and help you pursue your ambitions. Alignment with your personal values and goals while maintaining practicality is important to us, so your plan is specifically tailored to your wants and needs. Maintaining an open and honest environment is paramount and lets us do our job effectively.

Ongoing Planning & Monitoring

Once successfully onboarded, we will proactively and regularly help with implementation of the plan and allow for flexibility when life changes occur. No plan is set in stone and can be modified to suit the current circumstances of your life. Monitoring progress and updating the plan over time is valuable and keeps each party accountable.

 

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Price is what you pay, value is what you get

— Warren Buffett

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Let's Start The
Conversation

If you are ready to take the next step in your financial journey, reach out and let's talk! There is no better time than now to start thinking about taking control of your future. Schedule your discovery meeting call today!

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