Personal financial services and products

Accumulating the wealth that will provide you with a bright financial future begins with taking a detailed look at where you are now and what you hope to achieve. And helping you manage the big picture also requires taking stock of the various investments you might already have and the advice you may be receiving from various sources.

With Gardhouse, you select the approach that’s right for you. Maybe you prefer to work with a variety of outside financial consultants, such as your bank or insurance advisor. In that case, you can choose to have us analyze your situation and provide you with your overall financial picture. With that information, we can then help direct the other advisors and agents you’re dealing with so your strategy is on target. In this case, you simply pay a straightforward fee for the service.

Or you might decide that you’d like to maintain your investment, insurance and other financial planning tools in one place. In that case, we can provide you with investments and insurance products that fit your wealth accumulation strategy. With this approach, there’s no up-front fee; we earn commissions from the various companies we deal with. Or maybe the best solution for you is some combination of the two approaches.

Here are some of the products and services we offer.

Asset Management Counsel
Cash flow and budgeting counsel
Estate Planning: Wills and Powers of attorney
Health insurance, dental insurance, disability insurance
Income Tax Return
Income Tax Return – Landing page
Income tax returns
Investment planning: wealth accumulation and goal funding
Life insurance
Money management and financial planning
Mortgage referrals
Pre-Retirement Planning
Retirement income planning
Survivorship income planning
Tax planning
Travel insurance