About Garner financial management, inc.
Garner Financial Management, Inc. (GFM) is a fee-only investment management and financial planning firm located in Lafayette, California. The company has been providing top-notch financial services to clients in the East Bay area for many years.
At GFM, the team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized investment management and comprehensive financial planning. The company's mission is to provide unbiased advice and guidance that helps clients make informed decisions about their finances.
One of the key features that sets GFM apart from other firms is its fee-only structure. This means that the company does not receive any commissions or compensation from third-party providers for recommending specific products or services. Instead, GFM charges a transparent fee based on assets under management or an hourly rate for financial planning services.
This approach ensures that clients receive objective advice that is solely focused on their best interests rather than being influenced by potential conflicts of interest. It also means that there are no hidden fees or surprises when it comes to billing.
GFM offers a range of investment management services designed to help clients build and maintain a diversified portfolio tailored to their individual needs and risk tolerance. The team uses a disciplined approach based on sound investment principles and rigorous research to identify opportunities in both domestic and international markets.
In addition to investment management, GFM provides comprehensive financial planning services covering areas such as retirement planning, estate planning, tax planning, college funding, insurance analysis, and more. The team works closely with each client to develop a customized plan that addresses their unique circumstances and goals.
Another advantage of working with GFM is the high level of communication and transparency provided by the team. Clients have access to regular performance reports as well as ongoing updates on market conditions and portfolio changes.
Overall, Garner Financial Management Inc.'s commitment towards providing unbiased advice coupled with its expertise in managing investments makes it an ideal choice for individuals seeking professional assistance with managing their finances effectively while achieving their financial goals.