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Total: 17 results found.

Live on Less Than You Make

Created on Monday, 16 July 2018. Posted in Content/our blog

... seek the advice of a Financial Professional when they believe they need their investments to perform better. A real Financial Planner will look at the entire picture and not just the investments. The key ...

Investing Your Time vs. Spending Your Time

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

Investing Your Time vs. Spending Your Time The same principles of investing money apply If I asked you how you spend your money, you could answer with a decent amount of precision (and maybe ...

Setting Financial Goals

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

... Typical - Grow my investments. Better - Achieve an average annual net return on my investments at least 3 percent more than the rate of inflation. Actionable – Goals should start with an action verb. ...

Personal Finance and the Serenity Prayer

Created on Saturday, 14 April 2018. Posted in Content/our blog

... Analysis of Investor Behavior. The study shows that in "2016, the 20-year annualized S&P return was 7.68% while the 20-year annualized return for the average equity mutual fund investor was only 4.79%, ...

Signs You Need a Financial Planner

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

... to track, debts to pay down, goals to lay out and spending habits and needs to reorganize and prioritize. Communication during this transition helps you navigate possible questions about taxes, investment ...

Do You Have A Bad Financial Planner?

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

... you time, money and stress. If your financial planner doesn't keep you up to date on your plan, that is a bad signal. Is your planner contacting you periodically? Is your investment profile updated annually? ...

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

... financial advice and coaching to individuals and their families from all walks of life. He does not set minimum income or net worth requirements to engage in his financial planning, investment consultation, ...

Real-Time Planning Sessions

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

Our real-time planning sessions are limited scope engagements designed to assist you in determining how best to invest your time with us. These sessions are typically 90 to 120 minutes in length and ...

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. ...

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 ...

Educational Workshops

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

We provide workshops on an "as announced" basis for groups desiring advice on investment and personal finance. Topics may include issues related to financial planning, educational and estate planning, ...

Investment Consultation

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

Our investment consultation engagements involve providing information on the types of investment vehicles available, employee stock options, investment analysis, asset selection, or assisting you in ...

Important Disclosure

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

... website. 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 ...

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 ...