Artis Garrett

Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Business Owners, Financial Planning ®

English, Spanish

Comprehensive Financial Planning for Pre-Retirees & Business Owners

With over 16 years of experience serving families, I specialize in helping pre-retirees (ages 50-65) design retirement income strategies and business owners plan for value-focused exit strategies.

My 3A’s Approach: Access, Advice, Accountability

I work with proactive clients who value comprehensive planning over transactional product sales. My practice focuses on:

• Pre-Retirees & Retirees with 250K+ in investable assets seeking tax-efficient retirement income strategies, estate coordination, and legacy planning

• Business Owners who need exit planning, succession strategies, and business value optimization

As a Financial Planner who has earned the Certified Exit Planning Advisor (CEPA) designation, I strive to serve as the “quarterback” for business owners navigating complex transitions, coordinating with your CPAs, estate attorneys, and M&A specialists to help maximize potential outcomes and protect your legacy.

Fee-Based Planning That Puts You First

I offer annual fee-based planning for comprehensive financial planning and for business owner exit planning assessments. This approach helps align recommendations with your financial goals.

My Process

Before our first face-to-face meeting, I require all prospective clients to complete a detailed goal worksheet. This helps ensure we're both investing time wisely and that you're committed to the planning process. My clients are self-directed professionals who value accountability.

What's Included:

• Comprehensive retirement income planning with tax-efficient withdrawal strategies
• Wealth management aligned with your risk tolerance and time horizon
• Estate planning coordination with experienced estate attorneys
• Insurance and risk management analysis
• For business owners: Business evaluation, exit readiness assessment, and value growth strategies using Valucompass software
• Ongoing quarterly reviews and plan adjustments

Professional Credentials:

• 16+ years serving Virginia families and business owners
• Certified Exit Planning Advisor (CEPA) Designation
• FINRA Series 6, 63, 65, and 7
• Licensed in Life, Health, and Annuities
• Author of "Set Yourself on Fire and Sell"  (CRN202811-5288128)
• Graduate of Virginia Commonwealth University, Bachelor's Degree in Marketing

Service Area: Primary office in Glen Allen, VA, serving clients throughout the country.

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Artis Garrett is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). [100 Eastshore Drive, Suite 300, Glen Allen, Va. 23059, (804) 290-8734] MassMutual Greater Richmond does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser.

MM202611-311872

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