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    • About Us
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    • In the Community
    • History of Garrison Financial
  • Our Services
    • Our Services
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    • Charitable Giving Strategies
  • Working With Us
    • Working With Us
    • Seven Services of CFPs
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    • Garrison Financial Form ADV Part 2A
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Garrison Financial, Inc.

Tools and opportunities to enhance your financial knowledge

Part of our ongoing relationship with you and the service we provide is offering resources and opportunities to gain a better understanding of your finances and the outside factors that influence them. Check back for regularly updated market commentary, financial tools and dates for upcoming events where we’ll facilitate interesting conversation and a chance to connect further.

Calculators

  • Social Security
  • Mortgage Loan Amortize Loan
  • Municipal Bond Equivalent Yield
  • Marginal Tax Rate
  • Budget Analysis
  • Long Term Care
  • Life Insurance

Commentaries

  • Fixed Income Market Commentary
  • Monthly Economic Outlook
  • Investment Strategy Quarterly

Links of interest

  • Internal Revenue Service
  • USA Today – Money
  • Barron’s Online
  • U.S. Social Security Administration
  • Yahoo! Finance

Newsletters

  • Successful Women

White papers

  • Actionable Strategies for Reducing Medicare Taxes
  • Using a 529 Plan to Save for College
  • Giving Wisely (Charitable Giving Campaign)
  • When to Take Social Security
  • Planning for Higher Medicare Taxes
  • Beyond Taxes: 5 Reasons a Trust is Necessary
  • Maximizing Social Security Retirement Benefits

Checklists & questionnaires

  • Retirement Readiness Checklist
  • Your Financial Inventory
  • Your Debt and Other Liabilities
  • Your Investments and Other Assets
  • Your Financial Goals
  • Your Detailed Budget
  • Retirement Income

Keep your eyes on the stars and your feet on the ground.

– Theodore Roosevelt


Get in contact


1550 Falmouth Rd - Suite 3 Centerville, MA 02632 T: 508.945.8825 F: 508.945.8830 Map & Directions

Garrison Financial, Inc.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. and Garrison Financial, Inc. Garrison Financial, Inc. is not a registered broker dealer, and is independent of Raymond James Financial Services, Inc.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Garrison Financial, Inc.