At Garnett Investment Strategies, we blend decades of expertise with a personal touch to offer comprehensive financial services designed to help you achieve your goals. Founded by Paul Garnett and Traci Garnett-Froscheiser in 2013, we've been your trusted partner in navigating the complexities of personal and professional finance for nearly half a century.
At Garnett Investment Strategies, we blend decades of expertise with a personal touch to offer comprehensive financial services designed to help you achieve your goals. Founded by Paul Garnett and Traci Garnett-Froscheiser in 2013, we've been your trusted partner in navigating the complexities of personal and professional finance for nearly half a century.
Comprehensive options to safeguard what matters most.
Tailored strategies to maximize your wealth and protect your assets.
Wether you're an individual, startup, or large-scale corporation; we're here to help you plan your perfect retirement with precision.
A Registered Investment Advisor (RIA) is an independent firm that adheres to the highest fiduciary standard by prioritizing clients' interests over their own, offering tailored investment solutions without the obligation to sell specific products.
Clients choose Garnett Investment Strategies because we are deeply committed to their financial well-being. We operate independently, free from corporate pressures, allowing us to create personalized investment plans that truly fit their needs and goals. Our team brings years of experience and a strong understanding of financial markets, providing expert advice and a clear, educational approach to financial planning. This ensures our clients feel knowledgeable and confident about their financial decisions. Here, your financial success and satisfaction are our top priorities, making us a reliable partner in your pursuit of a secure and prosperous future.
A collective approach brings broader perspectives and enhanced benefits, helping you navigate your financial journey with confidence.
We're not afraid to think outside the box. Innovating in wealth preservation and investment strategies is what sets us apart.
Creating wealth is more than numbers; it’s about living passionately and building your perfect retirement.
Our first priority we identified when we decided to write this book was to educate our clients and community members about what was coming up with the Department of Labor Regulations regarding Retirement Plans. This affects so many and we feared there could be some business owners who would be lost and confused and not sure what to do.
We want this book to serve as a How To for the business owner to ensure that they are in compliance with their plan, their plan is running as efficiently as possible, and that it is providing the employees and participants a path to their "Perfect" retirement.
We have served as the advisor on a number of plans varying in size, from the small business down the street from our office with a couple employees to the large corporation hours away with over 1,000 employees. We are also skilled and experienced in starting up a plan, enhancing and upgrading your current plan, and even shutting the plan down when you decide that it is time to retire.
Our second priority we identified was to show how the Retirement Plan domain has expanded and become more sophisticated and gives the business owner more options on how to construct a retirement plan.
This book can be essential for a business owner to read and understand what is at stake by sponsoring a retirement plan for their employees and not grasping the full scope of their responsibilities.
Ready to make smarter investment choices? Contact us today — and start your journey with confidence.
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2630 Eastside Blvd
Beatrice, NE 68310
Primary Wealth Management, LLC, DBA Garnett Investment Strategies, is a Registered Investment Advisor whose principal office is located in Nebraska. The advisor may not transact business in states where it is not approrpriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the redering of personalized investment advice for compensation, will not be made without registration or exemption.
This website is a publication of Garnett Investment Strategies. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgement of the authors as of the date of the publication and are subject to change.
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