Jacqueline Gartland is a Special Care Planner with Strategic Financial Group. Jacqueline’s diverse client base is a direct testament to the diversity she experienced in her youth. Being born in America and raised internationally as a “third coast kid” has enabled Jacqueline to have a unique approach for each of her clients to help tackle their individual financial needs.
Her financial process is centered around many initiatives. Whether it’s empowering families that have dependents with acquired or congenital specials needs or assisting families in creating a proper life care plan, Jacqueline’s goal is to help her clients create a legacy for years to come. Jacqueline and her team of experienced financial professionals are here to help families not only handle the burden of financial risk, but also help create a protection plan.
Jacqueline is deeply embedded in her local community, both philanthropically and through her non-profit work. She served or is currently serving on the following boards:
• Founding Member U.S Committee for UNICEF 1992 – 2004
• Mercy Foundation Houston / Monterey Mexico 1998 – 2005
• Capital Campaign for Hobby Center for Performing Arts 2002 – Current
• UTMB Galveston 1992 – 1998
• Planned Giving Council of Houston 2011 – 2018
• Social Motions – Houston 2013 – 2020
She credits her two grown children with giving her insight and perspective, and they are the inspiration behind her becoming a Special Care Planner.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001 and are not subsidiaries of MassMutual or its affiliated companies. Jacqueline is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC (www.SIPC.org). OSJ 3700 W. Sam Houston Pkwy S, Suite 250, Houston, TX 77042 832-251-5400 CRN202502-1701820
• Founding Member U.S Committee for UNICEF 1992 – 2004
• Mercy Foundation Houston / Monterey Mexico 1998 – 2005
• Capital Campaign for Hobby Center for Performing Arts 2002 – Current
• UTMB Galveston 1992 – 1998
• Planned Giving Council of Houston 2011 – 2018
• Social Motions – Houston 2013 – 2020
Charitable Giving
Risk Management Strategies
Special Needs Planning
Protection Planning
Check the background of this firm on FINRA’s BrokerCheck | CRN202606-7113531
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Member SIPC. Supervisory Office: 3 Greenway Plaza Suite 1500, Houston, TX 77046
Phone 713-402-3800.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC.
Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) Springfield, MA 01111-0001, and are not subsidiaries of MassMutual or its affiliated companies. Agency Officers are not officers of MassMutual.
Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.
