Garner Financial Solutions
Protect your assets
5.0
Garner Financial Solutions helps clients protect and preserve their retirement income through insurance and strategic planning.
About
Garner Financial Solutions, located in Ohio, is an independent firm committed to showing clients how they can use insurance to mitigate financial risk and support overall retirement goals. Services include protection and preservation strategies, retirement income planning, tax minimization, social security maximization, legacy planning, and workplace benefits maximization.
Services
Insurance
Risk mitigation through various insurance products such as life, long-term care, disability, and annuities.
Retirement Income Planning
Design a retirement plan that creates a stable income stream and preserves a legacy.
Tax Minimization Strategies
Review assets to identify tax reduction strategies, saving dollars for retirement.
Social Security Maximization
Help clients navigate Social Security options to maximize benefits based on marital status and other factors.
Legacy Planning
Design strategies to pass assets to heirs, charities, or develop business succession plans.
Workplace Benefits and Defined Benefit Pension Maximization
Review and align workplace benefits and defined benefit pensions with other retirement income sources.
Credentials & Certifications
Reviews
