Leslie Corcoran, CFP®, CCPS
Stuart, FL
Garrett Member Since 2005

“I joined Garrett to associate myself with an organization that benefited persons from all walks of life. Upon my grandmother’s death I witnessed firsthand the need for quality financial planning on an hourly basis. I felt compelled to prepare others for the inevitable financial stages of life. Also, before my membership with Garrett my business lacked a system, a framework. I tried years on my own, juggling my business operations like a circus act. I found little support from financial planning organizations mostly because my hourly approach was an anomaly to the commission-based approach of most financial planners. My association with Garrett has positioned me with like-minded planners that understand my mission and allows me access to an inexhaustible knowledge base. With the help of this knowledge base, I have developed compliance and marketing plans and enhanced other business processes. Thanks to Garrett, I have a professional financial planning business that can be expanded or sold in the future.”

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