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Exposing the Top 7 Social Security Myths

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully

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May 1, 2019
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5 Kid-Friendly Financial Literacy Tips

Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require

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April 1, 2019
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The 5 Phases of Pre-Retirement

Retirement is one of the most important life events you will experience, and getting it right takes wise planning. With a sound intellectual framework and

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March 1, 2019
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5 Tips for When the Markets Get Rocky

Many investors are familiar with the emotional impact that often comes with market volatility. When stock markets swing in extreme directions or change suddenly, investors

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February 1, 2019
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Stop Procrastinating: 5 Financial Resolutions You Can Start Right Now

Did you achieve your financial goals in 2018? If not, keep reading. To achieve financial fitness this year, set strong financial resolutions that will help

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January 1, 2019

Don’t Miss These 7 End-of-Year Financial Planning Tips

The end of the year is quickly closing in, and there is no better time than now to take inventory of your financial situation. Evaluating,

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December 1, 2018
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Top 5 Apps to Save You Money

The smartphone has become the one-stop-shop when it comes to consumer demands. It feels like there is an app for almost everything. With the influx

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November 1, 2018
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3 Reasons Why Robots Won’t Replace Financial Advisors

Robo-advisors have been heralded as the “future of investing” by their fans, but can computer algorithms really replace human financial advisors?  Robo-advisors are less expensive

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October 1, 2018
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Retirement Savings Tips: From Your 20s to Your 60s

Financial planning is a lifelong endeavor, but people often seek out investment advice that doesn’t fit their current stage in life. When it comes to

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September 1, 2018
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The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Garrett & Robinson or LPL.

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“Your Financial House” and the “Your Financial House” symbols are trademarks of fiSMART, LLC ©2005.  All Rights Reserved. A financial planning tool provided especially for the licensees of fiSMART (fiplanpartners.com).

1 As reported by Financial Planning magazine, June 1996-2021, based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
4 2021 Fortune 500
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  • Home
  • Planning Solutions
    • Financial Planning
    • Your Financial House™
    • Life Insurance Planning
    • Long Term Care Insurance Planning
    • Disability Insurance Planning
  • Investment Management
    • Portfolio Strategies
    • The Power of Fiduciary Advice
    • Fee Based Advice
    • Building Your Portfolio
  • Experience The Difference
    • Our Process
    • Straightforward Fees
    • Remote Clients
    • In-Home Visits
  • About Us
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    • Our Partnership – LPL Financial
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