Advice Center Blog

Posts by Wes Garner

What Physicians Should Know About Choosing a Financial Professional

SUMMARY: Physicians are among the highest-earning professionals out there—and this special...

Have You Factored Inflation Into Your Retirement?

SUMMARY: Inflation can do a number on retirees' incomes. Most people don't think about tha...

Labor Day 2021: The Pandemic's Impact

SUMMARY: The U.S. workforce was hit hard during 2020 and we're still seeing the effects to...

Are Early Retirement and Pension Buyout Offers a Good Deal for You?

SUMMARY: In today's economy, offers of an early retirement buyout for a current employee o...

Three Sobering Thoughts Hurting Your Retirement

SUMMARY: Amid stagnating real wages, rising inflation and low interest income, many people...

How Long Before the Fed Changes Its Course?

SUMMARY: Quantitative easing and short-term rates near zero could be ending soon. Check ou...

Inflation Varies According to Your Age & Spending

SUMMARY: What will inflation be in the coming years? The real answer is that it varies acc...

Why Invest?

SUMMARY: Why invest? Some save for their retirement, pay for education, or to increase the...

American Families Plan Would Provide Benefits for Some, More Taxes for Others

SUMMARY: In April, the White House released a fact sheet for the American Families Plan, w...

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.