Advice Center Blog

Posts by Wes Garner

A Look at Your Portfolio Mix

SUMMARY: With the onset of higher taxes, taxpayers in the upper brackets may want to repos...

We Can Expect Eleven Rate Hikes Through 2024

 

Six Uses for Life Insurance You May Not Know About

SUMMARY: When people think of life insurance, what usually comes to mind is settling the d...

7 Retirement Considerations: Thoughts from a financial professional

SUMMARY: When helping people get ready for retirement, financial professionals find the sa...

Market Volatility Can Stir Your Loss Aversion

SUMMARY: Your long-term financial success may depend less on the structure of your portfol...

If Social Security Falls Short, Have a Plan

SUMMARY: Are you worried about the current state of the Social Security system and how its...

Life After Law: A Lawyer's Guide to Retirement Planning

SUMMARY: With most lawyers earning much higher incomes than the U.S. average worker, retir...

A Guide to Retirement Planning for Doctors

SUMMARY: Working towards a comfortable early retirement may be a financial goal for some p...

Everything Older Workers Need to Know About Retiring

SUMMARY: Many workers have been dreaming of retirement since they first entered the workfo...

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.