Garrett L. Holcombe, Cfp® Email and Phone Number
Garrett L. Holcombe, Cfp® work email
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Garrett L. Holcombe, Cfp® personal email
Garrett is President of Horizon Planning Group and has been with the firm since its inception in 2006. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is one of four planners serving clients across the United States. Garrett has an extensive knowledge of business management and the issues which business owners face every day, including employee benefits such as qualified retirement, profit sharing, 401(k), and Simple IRA plans. He also works with non-profit organizations to help maximize their planned and charitable giving. His background in political science affords Garrett the experience and insight in recognizing the risks global, social, political, governmental, and economic effects have on financial markets and client's investments. In addition to acting as a fiduciary with fee-based asset management, he also manages commission and brokerage accounts on an as needed basis.Garrett has the "heart of a teacher" when it comes to his clients. Their satisfaction and education are his primary goals as he works hand-in-hand with his clients to navigate the oft-troubled waters of the current economic environment. Horizon Planning Group is North Central Georgia's SmartVestor Professional with Dave Ramsey.To learn more about Garrett and Horizon Planning Group, visit https://www.myhorizonpg.com/--Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Horizon Planning Group are separate entities.For a list of states in which I am registered to do business, please visit www.MyHorizonPG.com.
Horizon Planning Group, Inc.
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Voice TalentGh Voiceworks Jul 2023 - PresentAtlanta, Georgia, United StatesYour story with my voice, told your way. I am a voice actor specializing in e-learning, documentaries, and commercials.
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PresidentHorizon Planning Group, Inc. Jan 2019 - PresentWoodstock, GaI work directly with my clients as well as manage four planners along with support staff to ensure we are offering the best service to all clients in our care. We are fee-based financial planners specializing in the management of individual investments, corporate and solo 401k and profit sharing plans (set-ups and rollovers), including simple and complex trusts, charitable and planned giving, business planning, and retirement planning. -
Vice President; Financial Planner And AdvisorHorizon Planning Group, Inc. Oct 2011 - Dec 2018Woodstock, Ga
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Registered Representative & Director Of Asset ManagementHorizon Planning Group, Inc. Jul 2010 - Oct 2011Woodstock, Ga
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Director Of Asset ManagementHorizon Planning Group, Inc. Apr 2007 - Jul 2010Woodstock, Ga
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Office Manager Executive AssistantHorizon Planning Group, Inc. Apr 2006 - Apr 2007Atlanta, Ga
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Assistant ManagerRegal Entertainment Group Sep 2003 - Mar 2005Regal Arbor Place Stadium 18I streamlined inventory control and loss prevention which was implemented across other Regal theatres in the Atlanta area. Managed all showtime scheduling, employee scheduling, customer service and satisfaction, and money/cash management. -
General ManagerThe Pet Company/United Pet Supply, Inc. Apr 2001 - Jul 2003Kennesaw, GaOur first and foremost obligation and care was to every animal in the store. I made sure we never accepted unhealthy animals of any kind whether that be fish, rodents, reptiles, insects/arachnids, birds, or puppies. As general manager I ensured animal welfare exceeded company requirements, handled employee scheduling, commission and payroll calculations, overall store and money/cash management, and maintaining Georgia Department of Agriculture regulatory paperwork.
Garrett L. Holcombe, Cfp® Skills
Garrett L. Holcombe, Cfp® Education Details
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Political Science -
Political Science
Frequently Asked Questions about Garrett L. Holcombe, Cfp®
What company does Garrett L. Holcombe, Cfp® work for?
Garrett L. Holcombe, Cfp® works for Horizon Planning Group, Inc.
What is Garrett L. Holcombe, Cfp®'s role at the current company?
Garrett L. Holcombe, Cfp®'s current role is Financial Independence Coach | CERTIFIED FINANCIAL PLANNER™ | Individual Investing | Business Management | Estate Planning | Professional Voice Over Talent for E-learning | Corporate Videos | Narration | Commercials.
What is Garrett L. Holcombe, Cfp®'s email address?
Garrett L. Holcombe, Cfp®'s email address is ga****@****grp.com
What schools did Garrett L. Holcombe, Cfp® attend?
Garrett L. Holcombe, Cfp® attended Kennesaw State University, Principia College, Reinhardt University.
What are some of Garrett L. Holcombe, Cfp®'s interests?
Garrett L. Holcombe, Cfp® has interest in Children.
What skills is Garrett L. Holcombe, Cfp® known for?
Garrett L. Holcombe, Cfp® has skills like Retirement Planning, Business Planning, Charitable Giving, Strategic Financial Planning, Investment Strategies, Asset Management, Asset Allocation, 401k, 401k Rollovers, Traditional Ira, Roth Ira, Brokerage.
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