Skip to main content
menu

Client Portal  Request Meeting

  • Home
  • About
    • Meet Your Team
    • Our Process
    • Our Philosophy
    • Who We Serve
  • Our Services
    • Financial Planning
    • Retirement Planning
    • Asset Management
    • Estate Planning
    • Tax Planning
    • Education Planning
    • Life Insurance
  • Resources
    • Financial Calculators
    • Useful Links
    • Blog
  • Contact

Client Portal

Investment Dashboard

Consolidated accounts, performance, holdings

My Financial Plan

My personal financial plan

WealthScape

Account statements, tax documents

Garner Financial Solutions

Phone: 404-777-2616
Fax: 404-393-7267

 

Tampa

3001 North Rocky Point Drive East
Suite 200-1002
Tampa FL 33607

Atlanta

1 Glenlake Pkwy NE
Suite 650-5891
Atlanta, GA 30328
United States


 

 

Contact us
 

CFP®–Certified Financial Planner Individuals certified by CFP® Board have taken the step to demonstrate their professionalism by voluntarily submitting to the CFP® certification process that includes thorough education, examination, experience and ethical requirements. The CFP® is issued by the Certified Financial Planner Board of Standards, Inc. Pre-requisites require a designee to hold a Bachelor's degree (or higher) from an accredited college or university as well as three years of full-time personal financial planning experience. The designee is then required to complete a CFP® board registered program, or hold one of the following designations; CPA, ChFC, CLU, CFA, PH.D. in business or economics, Doctor of Business Administration, or Attorney's License. The designee is then required to complete the CFP® certification examination. In addition, the designee is required to complete 30 hours of continuing education every two years. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Advisory Services offered through Investment Advisor Representatives of Garner Financial Solutions, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: GA, SC, FL, TX & CO. Cambridge and Garner Financial Solutions are not affiliated.

© 2023 Garner Financial Solutions All rights reserved.