Search

Search Parameters
Search Only:

Total: 8 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 ...

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

Red Flags that Should Make You Worry A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save ...

Our Team

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

... or portfolio review services. A graduate of Virginia Commonwealth University with a Bachelor of Science degree, Skip is a CERTIFIED FINANCIAL PLANNER™ professional. He has been in the financial services ...

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 ...

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

As a CERTIFIED FINANCIAL PLANNER™ professional, Skip earned the right to use the CFP® mark of distinction by completing a professional course of study followed by a rigorous two-day certification examination ...

Our Fees

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

... required (i.e., paraplanners and administrative staff), etc. The fee typically ranges from $1,200 to $6,000 per year.  ...