Explore Our Services
Explore What We Offer
Squared Finance & Investments is a family-owned parent company dedicated to helping individuals, families, and businesses build stability, protection, and long-term success. Through our companies — Garrett’s Financial Services, Garrett Family Insurance, and Be Your Best Consulting — we offer a wide variety of solutions designed to support nearly every stage of personal and business growth.
From insurance protection and financial services to leadership development and business consulting, our goal is simple: provide dependable guidance and practical solutions you can trust.
What makes us different is our approach. We’re not a large corporation with multiple departments and hand-offs — we’re a small team that personally handles your needs from start to finish. That means you get consistency, accountability, and a genuine relationship with the people helping you make important decisions.
At G Squared Finance & Investments, you’ll experience the professionalism of a full-service organization with the care, accessibility, and trust of a family business. We believe strong relationships build strong businesses, and we’re committed to helping you protect what you’ve built and grow what comes next.
Fractional CFO Services
The Atlas Project →
At Garrett's Financial services, we provide fractional CFO services for businesses that need high-level financial leadership without the full-time cost. What really sets us apart is our relationship-first approach. We don’t just manage numbers — we get to know your business, your goals, and your challenges as if we were part of your internal team.
We bring clarity to your financials, strengthen decision-making, and build long-term strategies that support growth, stability, and profitability. Our clients trust us because we’re hands-on, proactive, and fully invested in their success. With us, you’re not just hiring a CFO — you’re gaining a long-term financial partner.
Coaching & Mentoring
The Echo Project →
At Be Your Best Consulting, we provide coaching and mentoring that helps individuals and teams unlock their full potential. We focus on practical strategies, accountability, and personal growth — not generic advice. Our approach is grounded in real-world experience and tailored to each client’s goals, whether that’s leadership development, business growth, or personal clarity. We partner with our clients to help them gain confidence, overcome obstacles, and accelerate their success. DISK Behavioral Assessment
The Brightline Project →
At Be Your Best Consulting, we help leaders and teams understand themselves and each other through Maxwell DISC Behavioral Assessments. We identify communication styles, strengths, and blind spots so people can collaborate better, reduce conflict, and perform at their highest level. Our coaching turns insights into practical strategies that improve teamwork, leadership, and productivity. If you’re ready to elevate your culture and unlock the best in your people, we’d love to help you be your best. Financial Planning Services
The Brightline Project →
At Garrett Family Insurance, we provide financial protection strategies built around one core belief: every family and business deserves confidence in their future. We specialize in insurance solutions — including life, home, auto, and business coverage — designed to safeguard what matters most.
What sets us apart is our commitment to education and personalized planning. We take the time to understand your goals, identify your risks, and build a customized strategy that creates long-term financial security. With us, you’re not just buying insurance — you’re gaining a trusted partner dedicated to protecting your financial wellbeing“Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others.”
– Former Customer
Get In Touch
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