Christopher W Garner

Comprehensive Financial Planning

Wealth Management - Risk Planning 

Why Tortoise?  Over our team’s 37 combined years of experience in the financial services industry, we’ve seen one thing prove true time and time again: a slow, steady, and long-term approach to planning consistently leads to the most desired outcomes.  We believe that comprehensive financial planning is the best approach to ensuring that our clients achieve the things that matter most to them.  We defend our clients against “the fad of the day” and “quick fixes,” instead relying on strategies that have withstood the test of time.  We help our clients create and execute plans that will serve them, their families, and their businesses across their lifetime and the generations to come.

The Tortoise & the Hare was the jumping off point for our practice’s identity and our focus on long-term planning.  The tortoise shell is a symbol of our commitment to protecting what our clients value most and of the risk strategies we employ to buttress our clients’ wealth.

Our job is simple: our goal is to help our clients “never run out of money.”  Of course, what “never running out of money” means varies.  We have the tools and experience to help our clients articulate and quantify their goals.  Anything our clients can quantify can be benchmarked, evaluated, and improved.

The Tortoise Financial Planning Group is built to act in a fiduciary capacity for our clientele.  We serve as:

• A full-service personal insurance and financial service partner
• A fee-based wealth management partner
• A fee-only comprehensive financial planning partner

Whether you are interested in deploying a strategic insurance or investment strategy, outsourcing some portion of your wealth management to a dedicated team, or engaging in comprehensive financial planning, we hope you will give us the opportunity to roll up our sleeves on your behalf.  Our team works coast-to-coast and is excited to be a resource for you for the long term.