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Total: 14 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

... 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

... is fundamental to the success of any flight. A good plan must start with a clear idea of where you are going and when you need to get there. The same is true of a Financial Plan. Well thought out goals ...

Signs You Need a Financial Planner

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

Financial Planners Help Build Better Experiences Sometimes it's hard to tell if you need professional help for a problem or if you can handle it yourself. Whether it's taking care of a common cold, fixing ...

Do You Have A Bad Financial Planner?

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

... Custodian. Ask your advisor which custodian holds your assets, and then find their contact information. Do this on your own, even if your advisor volunteers to give you the information. You need to identify ...

Our Team

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

Skip's Background Richard "Skip" Fleming is the founder of Lodestar Financial Planning, a financial planning practice providing hourly, as-needed financial planning and advice in Colorado. Skip provides ...

Who We Are

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

... advisors and planners. Garrett Investment Advisors, LLC is an independent firm and our goal is to make competent and objective advice accessible through hourly as-needed financial planning. With the ...

Memberships

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

... members believe, however, that professional, objective financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Skip ...

Our Fees

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

... Meeting: No charge – This is an opportunity to exchange information about your needs and objectives, further discuss which of our services might be right for you, and to provide you an estimate of the ...

Educational Workshops

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

... not be based on any one person's need nor do we provide individualized investment advice to attendees during our general sessions.  ...

Financial Planning

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

Under our Financial Planning engagements we provide advice to you on such subjects as cash flow analysis, retirement capital needs, education funding, risk management, estate planning, and or other specific ...

Important Disclosure

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

... Inc., Sheryl Garrett, Principal. "Making competent, objective financial advice accessible", "Building Brighter Financial Futures", "Financial Planning and Advice for Everyday Life" and "Hourly, As-Needed ...

Contact Us

Created on Friday, 28 October 2011. Posted in Content/main

... call and Get Acquainted meeting We offer an initial phone call to discuss your specific needs, and to see if we are a good fit for you. If we mutually decide to move forward, we can schedule a complimentary ...

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 ...