The Big Picture on Small Business
Strategies that Target Your Needs Getting Started
At Garvey & Associates providing you with professional consultation and strategies to help you plan for both your business and personal financial goals is the key to our success as a company.
We are also a small business and understand the issues you deal with. A one-to-one, long-term relationship throughout your business’ life cycle serves as the basis of our commitment to small business planning.
We pride ourselves on helping small business owners like you achieve their financial objectives with sensible solutions to sometimes-complex circumstances. Garvey & Associates offers a wide range of financial product options that are suited to your particular goals and risk tolerance. You can count on us for trusted and knowledgeable strategies on a full range of business financial needs.
- Investment Services - Helping you develop an investment strategy that best meets your business needs and goals.
- Retirement Planning - Identifying the right retirement plan for you and your employees.
- Employee and Executive Benefits Establishing additional benefits to recruit and retain top performers.
We believe that your goals may be reached if we work together to plan a prudent investing path. Through a process of getting to know and understand your needs, we can help you make more informed investment decisions. you move toward accomplishing your goals:
First, We Work to Learn About You – Developing an understanding of you, your concerns, and your
wants and needs is the basis of our process.
Next, We Gather the Information Needed to Form a Plan – In order to customize our investment decisions to best fit your goals, we’ll help you sort through and collect the financial data and information that’s necessary to construct a personal investment plan.
Analyzing Information & Recommending Actions – During this step we will carefully review your information and start building recommendations on how to best meet your goals.
Execution – This “action step” is where your plan begins to take effect. Money is invested and returns are monitored so that adjustments in your plan’s execution can be made to help you better reach yourstated goals.
Last, We Regularly Review Your Plan – The final step in our process is meeting with you on a regular basis to determine if your life circumstances or goals have changed and if plan adjustments are in order.