Social Security Planning

Are you wondering when you should file for Social Security benefits? Filing at different ages will affect your Social Security benefits tremendously. Let us help you determine the best strategy for you and your spouse.

Diane Esser earns Retirement Income Certified Professional® (RICP®) designation

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored … [Read More...]

Garrett Planning Network & Hourly Fee-Only Planning Recognized by President Obama

Dear Clients, This year will mark my 3rd Anniversary as a member of the Garrett Planning Network. The shared philosophy of all members of the … [Read More...]

What Do You Value?

What do you value? What does your spouse value? When is the last time you really thought about this, if ever, and created a plan to make it … [Read More...]

Social Security Planning

Recent News

Diane Esser earns Retirement Income Certified Professional® (RICP®) designation

Garrett Planning Network & Hourly Fee-Only Planning Recognized by President Obama

What Do You Value?

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