At Garrison Financial, we proudly serve the retirement planning needs of those in the Cape Cod community, whether long-time residents or frequent visitors. We take a holistic approach to planning, always considering clients’ financial needs, goals and concerns to develop a strategy that provides confidence and effectively pursues your ideal retirement.
Because people are living longer today, the possibility of going 30 years without a paycheck takes careful planning and disciplined investing, and we will diligently guide you through each phase of the retirement planning process. During your working years, the accumulation phase, we’ll develop and monitor a wealth accumulation plan based on your specific goals and objectives. As you approach retirement, the pre-retirement phase, we’ll assist you with critical decisions regarding retirement plan options, Social Security and tax planning. Then once you are retired, we will determine tax-efficient income and wealth transfer strategies designed to help you in retirement.
Learn more about our tailored retirement planning services.
Riskalyze offers an accurate view of your risk tolerance, helping us plan for your future.
26 George Ryder Road South P.O. Box 1749 West Chatham, MA 02669 T: 508.945.8825 TF: 888.945.8825 F: 508.945.8830 Map & Directions
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Garrison Financial, Inc. is not a registered broker dealer, and is independent of Raymond James Financial Services, Inc.
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