The Garner Group provides financial planning and insurance strategies to help individuals, families, retirees, pre-retirees, and small- and medium-sized businesses prepare for the future. Founded by Norm Garner, who states he has served clients for 18 years, the firm focuses on helping people assess their financial circumstances, address potential risks, and plan for retirement with greater confidence.

Its services include investment planning, covering asset building and management, portfolio structure, and accumulation and distribution strategies. The group also offers risk management and protection planning, including life, disability, and long-term care insurance, as well as asset protection and business continuity considerations. Retirement and income planning may address sustainable income, Social Security, pensions, and cash flow. Tax minimization planning includes strategies related to income taxes, capital gains, Roth conversions, and distributions. Legacy planning covers wealth transfer, beneficiary coordination, charitable planning, and business succession, with coordination involving attorneys.

The Garner Group is based in Southlake, Texas, and invites prospective clients to schedule a meeting.