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7406 27th Street West
Suite 301
University Place, WA 98466-4635

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Jim Garrison

360-280-5969

 

Jim Garrison

Jim Garrison

Financial Advisor

360-280-5969
Jim@JimGarrisonFinancial.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

At Jim Garrison Financial we help you to understand all aspects of personal finance so you can make informed decisions.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the experience and solutions to move you forward and closer to your financial goals.

Prior to entering the financial services field, Jim Garrison spent over 30 successful years of sales in the fundraising industry with TIME, Inc, Reader's Digest, Inc, and World's Finest Chocolate, Inc. He started as an independent sales representative and progressed to Divisional Sales Manager covering several western states.

After graduating from the U.S. Naval Academy with a Bachelor of Science degree, Jim went on to post graduate work while serving as a nuclear submarine officer and retired as a Captain in the Naval Reserve after 30 years of service.

A longtime resident of the Puget Sound area of Washington State, Jim is active in the community, Rotary International and his local church. Jim and his wife, Melanie live in Lacey, Washington.

The goal of our practice, your success, is accomplished through coaching, encouraging, and teaching our clients the fundamentals of investing and managing personal finances. Jim's investment philosophy is based on simple, "baby steps". These include establishing an emergency fund, getting your debts under control and 3-6 months of living expenses set aside.

We will provide you with the tools, knowledge, and professional advice to help you achieve your financial goals.

Jim's approach to a well-balanced life is based on the five "Fs" of life.

[listed in priority order]:

  1. Faith
  2. Family
  3. Friends
  4. Fitness
  5. Finances

 

For more information about our firm and our services, please contact us.