Getting Started
Once we know you and the extent of your planning needs, we will quote an upfront fee for our services. We mutually develop and implement your financial plan. An ongoing relationship helps you stay on track and make adjustments as life unfolds.
Working Together
Financial planning is a process, not an event. We offer ongoing services to support all areas of your financial life, including tax preparation, investment advice, insurance and estate planning. We put your best interests before our own.
A Personal Relationship
Committed to Your Success
You receive clear objectives and recommendations tailored to your situation. We plan based on your own life goals and circumstances, and take the time needed to answer your questions. Plus, we do not ask you to move your accounts to a custodian. You can stay with your present bank and brokerage relationships.
Your Adviser
Michael Garber Financial Planning was established in 2005. Michael is a CERTIFIED FINANCIAL PLANNER TM professional and CTEC Registered Tax Preparer A272246, with experience in high tech and a background in electrical engineering.
About Michael
Michael Garber Financial Planning is owned and operated by Michael Garber, CFP®. Since 2005, Michael has focused on helping families and individuals achieve a more secure future, and moving from success to significance. Prior to becoming a CERTIFIED FINANCIAL PLANNER TM, Michael had earned degrees in Electrical Engineering at Iowa State University and Princeton University, studying computer architecture, networking and statistical communication theory.
With experience in high technology applications, sales and marketing, Michael had always wanted to do something different that involved working with people. Michael's background and experience enable him to understand the perspectives of technology industry professionals and managers, and the relentless forces of change that shape our industries and futures.
In working with Michael Garber Financial Planning, clients work with a real person, not an algorithm. We address all aspects of your financial concerns, integrating areas of life that are commonly overlooked or ignored by other firms.
Michael is a member of the Alliance of Comprehensive Planners, a community of fee-only financial planners focused on holistic planning strategies geared to help clients create true wealth. Michael is also a member of the National Association of Personal Financial Advisors (NAPFA) and is a CTEC Registered Tax Preparer (A272246).