Chris Garret, CFA®, RICP®Wealth Advisor
With nearly a decade of financial planning experience, my motivated attitude and results-driven financial planning experience have helped me build positive, trusting relationships with clients. And as a Retirement Income Certified Professional® (RICP®), I continue to support individuals and their families by prioritizing their unique income needs, in hopes that they can achieve a long and happy retirement!
Megan Brinsfield, CPA, CFP®Director of Financial Planning
I’m a CERTIFIED FINANCIAL PLANNER® professional specializing in estate planning, financial planning, and general tax advice. My career began as a CPA working primarily with high net-worth families and business owners. I also spent several years working almost exclusively with corporate executives of Fortune 500 companies on their financial planning and tax strategy. Now I have the privilege of overseeing Motley Fool Wealth Management’s financial planning and client service functions, leading a team of professional planners who provide guidance to hundreds of families.
We are excited to share this special report, 6 Sources of Retirement Income: How to Create Your Retirement Paycheck., with you. But we know you might still have questions about your personal financial strategy and we’d be happy to talk with you.
If you have any anxieties about your current investment strategy, or simply want to analyze your portfolio with a seasoned wealth planner, now may be the time to reassess your financial plan.
