Doug Garrison , CFP®

Retirement can mean 30 or 40 years of living off one’s investments. Planning is a process, and oversight is important. Establishing a relationship with an advisor and a firm one can trust is foundational for whatever may come in the years ahead.

Nothing specific, just a broad interest in personal finance, investments, corporate benefits, and working with people. They congealed into a desire for a second career, following 30+ years doing HR work at ExxonMobil.

I most enjoy working with clients who are approaching or in retirement, who appreciate getting advice, and who realize that we’re often on a 20- or 30- or even 40-year trajectory of retirement and that last week’s/month’s/year’s market performance is not indicative of future success.

Cerity Partners has a depth of resources (intellectual talent, investment offerings, experienced advisors) that’s unmatched. This is a benefit for both clients and advisors. We can offer solutions likely unavailable at other firms.

We really need to see each other as fellow human beings with more in common than differences, with similar hopes and aspirations. Extend grace and be less judgmental.