The Garland Financial Group, founded by Renee Garland, was created for two primary reasons: to prioritize client needs over corporate profits and to offer comprehensive planning and client strategies at an affordable price.
Our guiding motto, "do unto others as you would have done unto you," underscores our focus on building strong relationships and delivering personalized service to our clients.
Our philosophy centers on empowering individuals with the necessary knowledge to make informed financial decisions that align with their goals.
With a wealth of experience and resources, we are equipped to support both business owners and individuals in navigating various financial matters, such as:
Personal financial strategies
Retirement planning
Insurance services
Executive and employee benefits plans
Estate planning
Investment strategies.
We are eager to establish a connection with you and help you work towards the aspirations you have set for yourself.
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.