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!
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
For some, the social impact of investing is just as important as the return, perhaps more important.
Here are five facts about Social Security that are important to keep in mind.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It sounds simple, but paying yourself first can really pay off.
Do you know where the idea of “retirement” comes from?
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?