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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
An increasing number have been developed to help individuals with their personal finances.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How long does a $20 bill last?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Here’s a quick guide to checking to see if you have unclaimed money.
There’s an alarming difference between perception and reality for current and future retirees.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.