Advice Center Blog

Posts by Wes Garner

What Retirement Plans Are Available?

SUMMARY: How can you know which retirement plan is right for you? The answer often depends...

Tips for Tax Preparation

SUMMARY: In 2020, the government gave taxpayers a 6 month extension due to the coronavirus...

COVID-19 Stimulus, Round Two: What Should You Know?

SUMMARY: After months of intense debate, the House & Senate voted to pass a second COVID-1...

How to Retire in a Recession

SUMMARY: What can retirees do to help preserve their nest eggs during times of economic un...

How Taking Unemployment Can Affect 2020 Taxes

SUMMARY: With the upcoming tax season close at hand, many are left wondering how unemploym...

5 Critical Financial Strategies for Physicians

SUMMARY: As a physician, you understand your medical specialty inside and out, but at the ...

3 Tips for Minimizing Year-End Tax Liability

SUMMARY: Implementing a few simple strategies may allow you to minimize your tax liability...

Financial Traps to Avoid

SUMMARY: There's a good reason so many people who make seven figures or higher suddenly fi...

Exit Strategies for Business Owners

SUMMARY: After years spent launching and growing your business, the day will finally arriv...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.