Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
A Partner In Your Financial Journey
Hi, my name is C Garrett Moore. I'm a financial planner and advisor located in Lakewood Ranch, Florida. As a Registered Financial Consultant ®, I help my clients plan for retirement, pay down debt, plan for their children's education, educate them on their 401(k)'s, and identify financial pitfalls, all while utilizing cutting edge technology to manage investments and connect with my clients. I prefer to work as a fee-only fiduciary, doing what is in your best interest, and forgoing commissions.
As a board member of both Samaritan Counseling Services and The Red Cross, our mission is to help not only our clients, but also our community. We do so through our own philanthropic endeavors by donating a portion of our revenue to programs which alleviate human suffering. We also specialize in Environmental, Social & Governance (ESG) investing, Socially Responsible Investing (SRI) and Impact investing, whereby we invest in companies that adhere to ethical guidelines and are seeking to better the world. We also love helping our clients strategically plan their own charitable giving.
Call me on my cell at 941.544.2269, or click the "Book An Appointment" button above to schedule a no-commitment meeting to see if we're a good fit for each other. I look forward to speaking with you!
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