GARRITY FINANCIAL PLANNING, LLC
ST.PETERSBURG, FLORIDA

We are more than a financial services firm; we are an invested partner in helping clients like you. We provide simplified, easy-to-understand advice with a personalized, memorable touch that allows clients trust us. We help overcome unforeseen obstacles on your financial path, giving you the confidence in your decisions and more time to focus on the other priorities in your life. Help forecast your behaviors not events We help navigate the education choices, offering objective advice and guidance combined with top-quality investment choices to help stay ahead of the rising costs of education. We provide the confidence you need to make a suitable decision about how to fund future education and to ensure your family the opportunity they deserve. Having a comprehensive plan in place is the only way to preserve your legacy and ensure property, assets, and charitable gifts are passed down in the manner you prefer. Charitable giving can provide tax benefits for you and your heirs. We can conduct a full assessment of the short- and long-term tax and estate planning implications to help you pursue your wealth management objectives. We will work closely with your other advisors, including your attorney and accountant, to make sure your legacy is structured according to your desires to best serve the beneficiaries in the manner you intend. He offers counseling on IRAs, required minimum distributions, business retirement accounts, SEPs SIMPLEs, and individual 401(k)s. He helps work toward ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals. Jim helps develop a comprehensive plan to minimize taxes on income — now and during retirement — and retain ownership and control of your assets to ensure alignment with your goals and objectives. Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate. Garrity Financial Planning helps you articulate your estate planning goals and works closely with your estate attorney to ensure your financial plan reflects your estate planning needs and provides peace of mind and security for your family. Most personal, financial and business decisions have tax and insurance consequences. Understanding the details, regulations, and implications of financial and legal decisions can be daunting and overwhelming. Jim Garrity helps minimize your tax burden while meeting your overall financial goals. By proactively working together when you make major financial decisions, we can help you determine the best tax and insurance strategies to achieve your objectives. Our tax and insurance strategies are driven by your overall goals which integrate with your financial plan, so you can improve the prospects of meeting long- and short-term objectives. We will work with your CPA to maximize the tax efficiency of your portfolio so that it corresponds with your goals in the financial plan. Small Business Strategies Your Business is Our Business Everyone has immense potential to create the business they want and the success they desire. We will work with you to build a successful business. We are focused on your business success, offering a broad range of advice-driven strategies with sound guidance on every aspect of your company’s financial position. Through smart, growth strategies, we help businesses build, optimize and realize the equity in their companies. We offers thoughtful recommendations about financial affairs and works closely with you in pursuit of your business goals. We are more than a financial services firm; we are an invested partner in helping clients like you. We provide simplified, easy-to-understand advice with a personalized, memorable touch that allows clients trust us. We help overcome unforeseen obstacles on your financial path, giving you the confidence in your decisions and more time to focus on the other priorities in your life. Help forecast your behaviors not events We help navigate the education choices, offering objective advice and guidance combined with top-quality investment choices to help stay ahead of the rising costs of education. We provide the confidence you need to make a suitable decision about how to fund future education and to ensure your family the opportunity they deserve. Having a comprehensive plan in place is the only way to preserve your legacy and ensure property, assets, and charitable gifts are passed down in the manner you prefer. Charitable giving can provide tax benefits for you and your heirs. We can conduct a full assessment of the short- and long-term tax and estate planning implications to help you pursue your wealth management objectives. We will work closely with your other advisors, including your attorney and accountant, to make sure your legacy is structured according to your desires to best serve the beneficiaries in the manner you intend. He offers counseling on IRAs, required minimum distributions, business retirement accounts, SEPs SIMPLEs, and individual 401(k)s. He helps work toward ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals. Jim helps develop a comprehensive plan to minimize taxes on income — now and during retirement — and retain ownership and control of your assets to ensure alignment with your goals and objectives. Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor can go a long way toward helping make sure your financial success is shared with your family, friends and the charitable organizations you designate. Garrity Financial Planning helps you articulate your estate planning goals and works closely with your estate attorney to ensure your financial plan reflects your estate planning needs and provides peace of mind and security for your family.