Welcome to Garland & Associates, where we specialize in retirement planning, estate planning and wealth management. As Independent Investment Advisors, we represent individuals, small-to-medium sized businesses, and medical professionals allowing them access to a wide variety of specialized services and investment vehicles to fit their specific needs.
Through our partnerships with well-respected professionals in the areas of estate and tax planning, money management and business solutions we can provide you with the most comprehensive approach to financial planning, wealth management, estate and tax planning available today.
Our goal is to provide superior financial planning for all of our clients and be the best comprehensive financial planning organization possible based on our commitment to client service, professional judgment and the skills of those individuals affiliated with Garland & Associates.
We can help you advance toward your financial goals by combining Tax planning, Wealth management, Estate planning, Risk management and Retirement Planning to develop a comprehensive financial strategy.
Contact us today to schedule a complimentary consultation at no obligation. 800/480-8972
1200 Valley West Drive Suite 302 West Des Moines, Iowa 50266
email: jwelsh@garlandandassoc.com
701 Palomar Airport Rd. Pacific Center 3rd Floor Carlsbad, California 92009