Working For Your Future
Integrated Wealth Solutions is headed by Gary B. Garland, a Certified Financial Planner™. After working for years as an Estate Planning attorney, Accredited Estate Planner, and Certified Elder Law Attorney, Gary saw his legal clients were not being served holistically, and spotted various gaps in their financial plans that also adversely affected their legal plans. He became a Certified Financial Planner™ professional to help his clients better prepare for the unique challenges and opportunities of navigating their retirement journeys.
We want individuals and families to have THEIR best retirement possible – for some that means spending more, for others it might mean being more careful with their funds. We strive to reduce taxes and increase income, all while reducing stress.
How Are Your Plans Shaping Up?
Just a few minutes is all it takes to get a quick summary of your current financial situation and what it could mean for your plans in retirement.
Experience You Can Count On
Gary B. Garland is the co-author of the CPA’s Guide to Life Insurance and CPA’s Guide to Federal and Estate Gift Taxation, both published by Bisk CPE. Gary has appeared on television and radio and has taught at Brookdale College. A frequent lecturer and speaker, Mr. Garland is also a past president of the Estate and Financial Planning Council of Central New Jersey and of the Society for Financial Service Professionals.
Cover Every Aspect of Your Financial Planning
Whether you’re currently enjoying retirement or still planning for the future, Integrated Wealth Solutions is ready to help prepare you for any situation.
Retirement Advice – Direct to You
Gary Garland lends his insight and opinions to his podcast, “Your Retirement, Your Way,” found on Spotify, Apple, and wherever quality podcasts can be found.
