Specialties
As veterans and patriots, we strive to give back to the community at large because we know what it means to serve. Offering military/veteran discounts and specialty knowledge of the what impacts the community as a whole. As also are able to help our friends in civilian and public sectors.
History
Established in 2020.
Coming together virtually during quarantine, we saw a need in this nation like many others did. Striving to become the change we wished to see in the world, we banded together our collective resources to create a 1-stop shop for all your financial needs. Though not all of us are veterans, our patriot brothers in arms share the same vision as us.
Meet the Business Owner: Garrett J.
Garrett G. Jones, CFP®, EA professional background began with the U.S. Army, where he served as a combat medic with the 101st Airborne in his deployment to Afghanistan. The values and experiences he learned during his military career instilled him with valuable leadership experience. Over time, Garrett's interest diverted to the world of finance as he aspired to owning a financial firm. In 2012, he took the first steps towards building his dream.
Garrett has utilized his years of experience in finance to give back to the military community. He has reached out to the community by providing comprehensive planning and tax advisement. His industry strengths include: advanced retirement planning, advanced estate plan design, insurance analysis and philanthropic planning. Through Behavioral Finance and Family System Theory, he strives to connect with his clients to drive the planning process to uniquely tailor to each individual's needs.