Call Us: 888-372-1995
Serving clients for 18 years and still going strong
Offering a variety of services customized for each client
The Garner Group is an independent firm located in Midwest City, Oklahoma, and is committed to always working in the client’s best interests and showing you how insurance can support an overall financial plan so you can live your best life.
Your specific goals determine recommended strategies
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
Retirement Income Planning
I believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, I aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Workplace Benefits and Defined Benefit Pension Maximization
It can be difficult to know how your benefits and defined benefit pension will align with other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. I also help business owners with various strategies for employee benefit options.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. I can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, I can help design a strategy to accomplish this goal.
Serving individuals, families, retirees, pre-retirees, and small- and medium-sized businesses.
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Licensed Insurance Professional. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 21939 - 2022/6/7
The content of this website is provided for informational purposes only and is not a solicitation or
recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and (insert your DBA name here) are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
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