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Frequently Asked Questions

What separates you from other financial advisors?

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What is a Fee-Only Financial Advisor?

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What is your investment philosophy?

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What does being a Fiduciary mean?

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What is your investment minimum?

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Where is my money held?

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Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (719) 685-0600
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

Address

1155 Kelly Johnson Blvd. Suite 111 Colorado Springs, CO, 80920

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor.
Tel: (910) FEE-ONLY. Lodestar Financial Planning may offer investment advisory services in the State of Colorado and in other jurisdictions where exempted.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements..
Most of the great photographs used on this site were taken by professional photographer and neighbor Rowedean Doss, and are gratefully used with her permission.
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