Financial Planning & Consulting

Garnett Investment Strategies provides planning and consulting services which may include the following:

Retirement, education, estate and tax planning, and calculations
Legacy planning and business continuation
Collaboration with other advisors including CPA’s, attorneys, and others as needed on client accounts
401(k) plan set-up, maintenance, termination, and proposal process

Understanding the foundational details of a client’s financial situation and identifying both short and long-term goals
Designing and modeling an acceptable portfolio which meets those goals
Implementing an investment strategy utilizing a variety of investments including
- Institutional Mutual Fund shares
- Exchange Traded Funds (ETF’s)
- Separately Managed Accounts (SMA’s)
- Individual Securities
- Real Estate Investment Trusts (REIT’s)
- and others
Monitor, review, educate, and adjust the investment portfolio as goals and objectives change

Registered with the Nebraska Department of Banking or Securities and Exchange Commission
Called an Investment Adviser Representative (IAR) and may advise clients by a fixed fee, an hourly fee, or a percentage of the accounts assets
Required by the Investment Advisers Act of 1940, as amended, to act and serve a client’s best interest with the intent to eliminate all potential conflicts of interest
Promote compliance with fiduciary standards by advisors and their personnel
Garnett Investment Strategies is a Nebraska state registered adviser