Gwen Garrison Financial Advisor

Several years ago, a woman whose husband was dying came to see me. He had always managed the family’s finances. “I have no clue if I’m going to be a millionaire or a bag lady,” she told me. “Here are 16 grocery bags of statements. Please help me figure this out. I’ve not so much as written a check in decades.” I contacted every company whose statements were in those bags, and I updated her financial information on every account. Imagine her relief and joy when I discovered that she had a monthly pension of about $6,000 as well as investments of more than $750,000. I helped her invest the money so that it could grow, yet safeguard her principal. You may wonder if you’ll end up in the poor house or be financially secure. Yet, unless you have a realistic financial plan, you may not have the money you need. As an Independent Financial Advisor, I listen carefully to understand your desires, and then you decide what’s best for you. So, wherever you are in life -- retiring, looking at changing advisors, getting divorced, widowed, seeking to handle an inheritance wisely or wanting sound financial guidance, I can help. Services I offer: • Financial Planning • Investment Services • 401K Rollovers • Individual Retirement Accounts (IRA’s) (Roth IRA) • Estate planning strategies. I'd love to connect with you on LinkedIn and am just a phone call away 678-364-9677. “Member FINRA /SIPC” websites www.finra.org and www.sipc.org Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. "This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all customer experiences.