Let us help you put all the pieces of your financial puzzle together

Proud to work with a national award-winning teammate

At The Garlock Wealth Planning Group, we are very proud that financial advisor, John "Buzz" Garlock, has been recognized as one Barron’s Top 1,200 Financial Advisors in 2020, 2021, 2022, 2023 and 2024. This prestigious award is given to less than one percent of all advisors in the industry. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Buzz!

 

There are no events to show

WealthFoundations

May 16, 2024 12:00 PM Central Daylight Time - May 16, 2024 01:00 PM Central Daylight Time
Location To Be Determined

RBC Wealth Management recently released a new planning tool that helps NextGen investors maximize the value of every dollar they put toward their goals. Join our team and RBC Wealth Management planning professional Connor Ginley for a demonstration of the new software and see how it can help younger investors thrive.

2024 Market Outlook

Jan 25, 2024 12:00 PM Central Standard Time - Jan 25, 2024 01:00 PM Central Standard Time
WebEx Omaha, NE , 68144

A volatile 2023 came to an end with a strong, unforeseen rally. A new year is now upon us with various variables to consider as we examine the future outlook of the market. Please join us for a special session with the RBC Wealth Management Head of U.S. Portfolio Advisor Group, Janet Engels, as we discuss how to navigate stock and bond crosscurrents.

 

The event will be held over WebEx, please RSVP for the Link!

Charitable Giving Strategies

Oct 19, 2023 12:00 PM Central Daylight Time - Oct 19, 2023 01:00 PM Central Daylight Time
Webex, online Omaha, NE , 68144

Join us for our Q4 Financial Success Forum with Katie French McGill from the Omaha Community Foundation for a discussion on charitable giving strategies. The event will be held over WebEx on Thursday, October 19th at 12:00PM CST. Please RSVP with Jenny Synowiecki to reserve your spot.

RBC Shred Event

Aug 19, 2023 08:00 AM Central Daylight Time - Aug 19, 2023 11:00 AM Central Daylight Time
12910 Pierce Street Omaha, NE , 68144

Join us for a document shredding event and breakfast. You are welcome to bring unwanted papers, documents and checks for shredding on the day of the event. We will also provide treats for breakfast. This is a way for us to say thank you and we appreciate your partnership. If you would like to give back to the community, please bring a canned food item. We will collect these at the shred event and donate the canned food items to local food banks.

Strengthening your financial security

We want to make sure we are giving you the complete and total picture of what is going on. Our goal is to have our clients look to the future with anticipation instead of apprehension.

 

Let's take the next step together

 Contact us today to set up a meeting to learn more about what makes The Garlock Wealth Planning Group the right choice for you and your family.

Meet the team

Learn more about The Garlock Wealth Planning Group.

 

Bulletin Board