An advisor can play one of the most prominent roles in a person’s life, forming a long-lasting relationship and providing trusted counsel. It’s not surprising, then, that it can be incredibly overwhelming to find an advisor you trust and with whom you want to work for the long-term.
At Garland & Associates, we want to make it easy for you to get to know us and understand how we can help you and your family. We are an independently owned financial consulting firm with more than 25 years of experience providing dedicated support for our clients and community.
Who We Are
In the simplest of terms, our goal is to provide superior financial planning for all our clients. We want to 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 and Associates. We strive to help our clients achieve financial independence sooner and with less risk, and that’s just one benefit of our independent perspective.
While many businesses take pride in their large size, we take pride in our small, intimate, family feel. Our small size coupled with our independence allows us to offer an unbiased approach as well as more personalized services to assist with your financial management and investment needs.
Who We Serve
While we serve a wide range of clients, we primarily represent individuals, small-to-medium sized businesses, and medical professionals, including physicians and dentists. While our clients may vary in age and profession, they share a commonality: they are all good people. We like to serve people we genuinely get along with and can view as our friends.
As all of our clients have their own specific goals and wants, we take a personalized approach. We allow them access to a wide variety of specialized services and investment vehicles designed to meet their particular needs while developing a customized roadmap to guide them toward their goals.
Ultimately, we believe clients choose us because they recognize that we are always there and available to them. We listen to our clients and respect their goals and wishes. By working with us, they gain access to exceptional service, resources, advice, and financial strategies.
How We Can Help
We understand that each client's financial situation and goals require a customized approach to investing and that many investment objectives can change over time. We offer the financial planning, resources, and ongoing management with a goal of helping you succeed in your personal and business life.
We offer a wide range of services, from investment management to retirement and estate planning. Regardless of the specific services we provide, our focus is on helping clients feel more confident and less worried about their future by knowing we are here to guide and look out for them.
Take the Next Step
We are always available to meet with someone who is looking for help and financial guidance. If you think we’d make a good match, or if you’d like to chat with us and see how we can help, please contact us for a complimentary consultation. During this meeting, we can talk more about your questions, concerns, and goals. Call us at (800) 480-8972 or email email@example.com.
Terry Garland is the founder and CEO of Garland & Associates with more than 25 years of industry experience. He works with individuals, small-to-medium sized businesses, and medical professionals, including physicians and dentists, allowing them access to a wide variety of specialized services and investment vehicles to fit their specific needs. He graduated from Drake University and attended the Wharton School at the University of Pennsylvania and is a certified wealth strategist and a registered principal. With offices in Des Moines, Iowa and Carlsbad, California, he serves clients across the country. Learn more by connecting with him on LinkedIn.