Welcome to the scheduling page for David Garner.
Please select which type of Event you want to schedule.
Initial Consultation
Not a client? That's okay - please join me for a no obligation conversation.
Financial Plan Review
A review or update of your financial planning strategies.
Portfolio Review
Concerns or questions about your investments? Let's take a look.
General Meeting Request
Set a date and time - from there you can let me know what we need to discuss!
Invite for Industry Colleague
Meeting with industry professional
Implementation Meeting
Next steps to implement a strategy or recommendation.
Estate Plan Consultation
Join me for a complimentary discussion of your Estate Plan. There is never an obligation.
Securities offered through Registered Representatives of
Cambridge Investment Research, Inc., a Broker/Dealer, Member
FINRA/SIPC. Advisory services offered through Cambridge Investment
Research Advisors, Inc., a Registered Investment Advisor. Garner
Financial Solutions and Cambridge are separate entities.
The information in this email is confidential and is intended
solely for the addressee. If you are not the intended addressee and
have received this email in error, please reply to the sender to
inform them of this fact.
We cannot accept trade orders through e-mail. Important
letters, email, or fax messages should be confirmed by calling
404.777.2616. This email may not be monitored every day, or
after normal business hours.
Cambridge Investment Research, Inc., a Broker/Dealer, Member
FINRA/SIPC. Advisory services offered through Cambridge Investment
Research Advisors, Inc., a Registered Investment Advisor. Garner
Financial Solutions and Cambridge are separate entities.
The information in this email is confidential and is intended
solely for the addressee. If you are not the intended addressee and
have received this email in error, please reply to the sender to
inform them of this fact.
We cannot accept trade orders through e-mail. Important
letters, email, or fax messages should be confirmed by calling
404.777.2616. This email may not be monitored every day, or
after normal business hours.