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Our Firm. Your Strategies. Our Approach. Your Team.

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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Helpful Content

Understanding the Alternate Valuation Date

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

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

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The History of Retirement

Do you know where the idea of “retirement” comes from?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Surprises

Making the most of surprises is a great reason to work with us.

Rightsizing for Retirement

What does your home really cost?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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