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Total: 9 results found.

Investing Your Time vs. Spending Your Time

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

... the best dividends, so you are better off investing your time in different areas. 2.Rebalancing. When equity markets have a prolonged run-up, I advise my clients that we need to reallocate assets to ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

Setting Financial Goals When first meeting with clients, I always ask if having written goals are essential to their financial success. In 16 years of practice, I have never met anyone who has said no. ...

Do You Have A Bad Financial Planner?

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

... independently where your assets are housed. Now while his may seem like paranoia, remember that Bernie Madoff was the custodian for the client assets he managed, and he ended up bilking his clients out ...

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

... devote more of his time to his clients. Skip's clients benefit from Garrett Investment Advisors, LLC oversight and the wealth of specialized knowledge that Skip can access from the whole Garrett Planning ...

Our Process

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

This "7 Steps to Financial Success" Process is designed to clearly communicate the way we work with our clients and to clarify the roles and responsibilities of the financial planner and the client. ...

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 ...

Our Fees

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

Lodestar Financial Planning offers prospective clients a variety of financial planning options, from one-time planning sessions to ongoing investment consultations and financial advice. Listed below are ...

Welcome to Lodestar Financial Planning

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

... planning and coaching. We do not sell investment or insurance products and do not receive commissions or compensation from third parties. The only compensation we receive is from our clients for the specific ...