- Wealth ManagementAll information available through this website is the property of South Placer Wealth Management Group (the “Company”) or its information providers and is protected by copyright and intellectual property laws. All rights reserved.
- Financial PlanningGarrick holds a bachelor’s degree in business management, as well as an Accredited Asset Management Specialist (AAMS®) designation for financial planning. He has passed the Series 7, 63 and 66 securities exams and has a California insurance license (CA insurance license #0E85138). He also is a California notary public.
- Retirement PlanningWe are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
- AnnuitiesAny references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
- Asset Management