Guiding you toward a future that feels as good as it looks

Life in your 40s and 50s is anything but simple. Whether you're managing the demands of a high-pressure career, supporting aging parents, or planning for your kids' futures, the road to retirement can feel more like a maze than a straight path.

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I help high-income Gen X professionals like you navigate these challenges with personalized financial plans designed to simplify your life, secure your future, and let you better enjoy the present moment.

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Your Life, Your Challenges, Your Plan

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Every client I work with is unique, but many share similar challenges:

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• Balancing retirement savings with college tuition, debt repayment, or caregiving expenses.
   

• Managing market volatility, inflation, and rising healthcare costs.
   

• Feeling unsure about when, or if, you can retire comfortably.
   

Whether you’re managing family responsibilities, navigating self-employment challenges, working toward a shared financial future with a partner, or planning an independent, adventurous lifestyle, I’ll meet you where you are.

 

Together, we’ll craft a financial roadmap that reflects your priorities, values, and vision for the future.

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What You’ll Gain

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When you partner with me, you can expect:

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• Clarity: A straightforward plan to tackle your goals, whether that’s saving for retirement, navigating complex tax strategies, or preparing for rising healthcare costs.
   

• Confidence: A sense of security knowing your plan is built to weather life’s uncertainties.
   

• Freedom: The ability to enjoy your life today without sacrificing your dreams for tomorrow.
   

A Trusted Guide for Your Journey

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With over 15 years of experience, I’ve guided hundreds of clients through life’s financial crossroads. With six children of my own, I know what it’s like to feel stretched thin.

 

I’m here to provide the expertise, empathy, and patience you need to move forward. Here's what clients are saying:​

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"We've had the pleasure of working with Garrett Imeson as our financial advisor for over 12 years and we cannot recommend him highly enough. Garrett's expertise and professionalism have made the entire process smooth and stress-free. He took the time to understand our financial goals and tailored a personalized plan that exceeded our expectations. Garrett's sound advice and strategic approach helped us make informed decisions that have significantly improved our financial situation. His commitment to client satisfaction is evident in every interaction, and we feel valued and supported throughout. We are grateful for Garrett's guidance and will continue to trust him with our financial future. Thank you, Garrett, for your outstanding service!" - Steve D.

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