C Garrett Moore | Fee Only Financial Advisor Planner Bradenton Florida

Financial ADvIce

With your values in mind.

Welcome

I want to help you live your best possible life with the money you have.

- C Garrett Moore, RFC®

Over

Years Experience

Serving Clients In

States

How We can help

Meet James, Anne & Gabriella

Young working couple with one child.
Struggling to balance saving for their own futures, Gabriella's college expenses, and paying down their debt.

This Sounds Like Me

Meet Robert & Carolyn

Enjoying their golden years.
Concerned about what they are invested in.
Worried about outliving their savings.

This Sounds Like Me

Our Services

Wealth Starter

On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

Financial Dashboard & App

Investment Management

-ESG & SRI Integration

Retirement Accumulation Plan

Credit Score Guidance

College Expense Plan

Commission-Free Life Policies

Cash-Flow / Budgeting Guidance

Debt Repayment Guidance

Goal Prioritization

Price: $125 - $250 Per Month.

Get Started

Wealth

Navigator

On-Call Guidance

Unlimited Phone Support

Unlimited Text Support

Unlimited E-mail Support

Financial Dashboard & App

Investment Management

-ESG & SRI Integration

Retirement Income Plan

Credit Score Guidance

401(k) Plan Guidance

Cash Flow / Budgeting Guidance

Commission-Free Annuities

Commission-Free Life Policies

Commission-Free Disability Policies

Commission-Free LTC Policies

Tax Return Review

Will Review

Trust Review

Charitable Giving Planning

CPA Coordination

Attorney Coordination

Price: 1% Or Less of Investment Account Value Per Year.

Get Started

Tax Prep

Individual & Business Tax Return Prep.

Coming Soon!

Get Started

We always act as a fiduciary, placing your interests ahead of our own.

You will never pay a commission or be charged a hidden fee.

Partners &

Affiliates

Schedule a meeting

Potential Clients

15 min.

Complimentary

Current Clients

1 hr.

Included

Call: 941.544.2269

Text: 941.877.6011