Ryan J. Garrison

President

Over the years, we have gone from a structured settlement agency to a comprehensive financial firm. During this transition we have found that a team approach can be an effective method to help clients who have a wide variety of needs. We invite you to discover the strength and diversity of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. While providing personalized attention, we strive to build genuine friendships with each and every client. We use transparency as the cornerstone of these friendships.

By building friendships first, we are able to understand our clients on a personal level. This allows us to fully evaluate your current situation, and work with you to design a financial plan to meet your unique needs. We speak with many clients for months before offering them services or products. This is especially true on settlements when most of the planning is done pre-settlement. Our goal is to be your most trusted adviser.

We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. We provide 24/7 online access to your financial accounts and financial plan to eliminate guesswork and promote accountability. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you, and believe that you will benefit from our knowledge and candor.

We invite you to call us today and experience the difference.