Understanding Today’s Financial Environment
Welcome, I’m Jim Garrison, a financial professional in the South King, Pierce County / Tacoma and South Puget Sound areas of Washington. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, our personalized service focuses on your needs, wants, financial goals, and objectives.
Our professionals have years of experience in financial services. We can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life, please call me direct at (360) 280-5969.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Peer-to-peer payment apps are one of the newest ways to send money.
How will you weather the ups and downs of the business cycle?
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn how to harness the power of compound interest for your investments.