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Total: 10 results found.

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

... that there are great investments, poor investments and everything in between. As a financial advisor, I study the details of an investment so that I can make an informed recommendation to my clients as ...

Do You Have A Bad Financial Planner?

Created on Thursday, 02 November 2017. Posted in Content/our blog

... Those are basic requirements – your financial advisor should be on top of those things. But what are the signs that maybe you have a bad financial planner? Here are a few red-flags that should cause ...

Client Forms

Created on Wednesday, 11 June 2014. Posted in Content/resources

Garrett Investment Advisors, LLC Form ADV Part 2A Lodestar Financial Planning Form ADV Part 2B Your 2018 Financial Fitness Checkup Confidential Questionnaire (PDF Version) Risk Tolerance Questionnaire ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

... These sites are managed by unaffiliated organizations that do not have a business relationship with Lodestar Financial Planning or Garrett Investment Advisors, LLC.. These links are only offered for use ...

Videos

Created on Monday, 30 April 2012. Posted in Content/resources

... Planning web site. These sites are managed by unaffiliated organizations that do not have a business relationship with Lodestar Financial Planning or Garrett Investment Advisors, LLC.. These links are ...

Our Team

Created on Monday, 30 April 2012. Posted in Content/about

... industry since 2002, following a 24-year career in the United States Marine Corps. As an Advisor, Skip is committed to guiding his clients in pursuit of their financial goals by bringing sound financial ...

Who We Are

Created on Monday, 30 April 2012. Posted in Content/about

Lodestar Financial Planning is Skip Fleming's small and personal practice, but "we" are much more than that. We are an office and Investment Advisor Representative of Garrett Investment Advisors, LLC. ...

Memberships

Created on Monday, 30 April 2012. Posted in Content/about

... commission-free financial planning and advice accessible to all people. Many financial advisors accept clients only if they meet certain income and net worth requirements. Skip and his fellow Garrett network ...

Important Disclosure

Created on Monday, 30 April 2012. Posted in Content/main

... reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to ...

Welcome to Lodestar Financial Planning

Created on Tuesday, 24 May 2011. Posted in Content/main

Thank you for visiting our website. We are Lodestar Financial Planning; a fee-only Financial Advisory practice located in beautiful Colorado Springs, Colorado. We provide hourly, as needed financial ...