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January 4, 2023

The Newly-Passed SECURE Act 2.0

Retirement Funding

Garner Financial Management

Lafayette Office

3620 Happy Valley Rd., Ste 103
Lafayette, CA 94549

Franklin Office

1159 Hillview Ln.
Franklin, TN 37064

Lafayette Office

P: 925-282-5500
Fax: 925-962-9250

Franklin Office

P: 615-280-8510

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Copyright © 2019 Garner Financial Management. All rights reserved.

Garner Financial Management provides investment management services in the California East Bay region, specifically Lafayette, Orinda, Moraga and Walnut Creek, as well as throughout the country.

Disclaimer
Garner Financial Management, Inc. may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, GFM's website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact GFM at 925-282-5500 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, GFM does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a GFM representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

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