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!
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Understanding how capital gains are taxed may help you refine your investment strategies.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
What can be learned from the savings rate?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Healthy habits are one of the greatest gifts to give your child.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator will help determine whether you should invest funds or pay down debt.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.