Jerome Garrett
Investment Adviser Representative
About Jerome
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Education
Central Michigan University, Bachelor of Science in Business Administration
Certifications
FINRA Series 7 (General Securities Representative), FINRA Series 63 (Uniform Securities Agent), FINRA Series 65 (Investment Advisor Representative) held through Lincoln Investment, Resident Producer (Life, Accident & Health Insurance)
Career Statement
With over thirty (30) years of experience in the financial services industry I have witnessed many different market cycles so clearly understand the importance of utilizing a well-structured investment plan centered on my clients goals and risk tolerance.
I believe successful financial planning goes beyond simply managing investments. It requires a deep understanding of each clients goals, values, and circumstances, as well as careful attention to cash flow needs and tax efficiency.
To deliver the highest level or service, I collaborate with a team of dedicated specialists who bring additional expertise in areas such as life insurance, annuities, estate planning, retirement strategies, and investments. This approach allows us to better design integrated solutions tailored to each clients unique objectives.
Above all, my mission is to help clients feel confident in their financial future. Whether preparing for retirement, navigating complex life events, or planning a legacy, I am committed to guiding clients with clarity and integrity.
Hobbies
In my free time I enjoy playing golf, alpine skiing, listening to classic new wave music, visiting with family, swimming in the great lakes, and volunteering.
Areas of Specialization
- Asset Allocation
- Tax Efficiency
- Risk Mitigation
- Asset Accumulation
- Distribution Planning
- Budgeting
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