Garrett Planning Network Fee-Only Financial Advisors

2011 Press Coverage / Media Interest

	December/January 2012 – Kathy Shultz, MBA, CRPS of Shultz Financial Planning, LLC was featured in “A Niche Built on Trust,” where she discussed helping immigrants in her financial planning business.
	Reuters, December 13, 2011 – “My clients only pay for the work I put in, not by how much they have in the account," said Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC in “How to afford an investment adviser without breaking the bank.”
	November 30, 2011 – Leisa Brown Aiken, CFP®, CPA of Veo Financial Counsel, LLC was featured in the Morningstar video, “Mastering the Midlife Juggling Act.”
	November 1, 2011 – Garrett members David McPherson, CFP® of Four Ponds Financial Planning LLC, Tracy St. John, CRPS of Financial Avenues, LLC and Laura Scharr-Bykowsky, MBA, CFP® of Ascend Financial Planning shared their best marketing ideas at the 2011 Garrett Retreat. Read what they shared in “Marketing Ideas From -- And For -- Smart Financial Advisors.”
	November 1, 2011 – In “Eavesdropping on the 11th Annual Garrett Planning Network Retreat,” Steve Ellisor, CFP® of Star Financial Planning LLC, David McPherson, CFP® of Four Ponds Financial Planning LLC and Dylan Ross, CFP® of Swan Financial Planning, LLC shared the high points of the 2011 Garrett Retreat.
	September 28, 2011 – “The economy is not responding, so here we go again with yet another attempt to force rates downward,” said Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC in “The Fed Gambles With Its Credibility.”
	September 13, 2011 – “Right now I’m advising my clients that they shouldn’t do anything about the Greek crisis,” said Jim Ludwick, CFP® of MainStreet Financial Planning, Inc. in “What Could the Greed Default Mean for You?.”
	September/October 2011 – Kevin Brosious, MBA, CPA/PFS, CFP® of Wealth Management, Inc. contributed the article, “What Are the Experts Saying?,” and Michael Chamberlain, CFP® of Chamberlain Financial Planning LLC contributed “Financial Planning at My Age?.”
	August 23, 2011 – “The main mistake I see is that people cash out, thinking they'll avoid any more losses,” said Cheryl Krueger, CFP® of Growing Fortunes Financial Partners, LLC in Schaumburg, IL in “3 questions with financial advisors.”
	August 22, 2011 – Eileen Freiburger, CFP® of ESF Financial Planning and Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC discussed saving enough for retirement in “$1 Million In Retirement May Not Be Enough.”
	August 18, 2011 – Eitan Tashman, MBA, CRPC® of Tashman Financial LLC, Kevin O’Reilly, MBA, CRPC® of Foothills Financial Planning, Inc. and Lee Ann Knight, CFP® of Garrison/Knight Financial Planning commented on investors not panicking with the volatile market in “Volatile Stocks to Leave Lasting Scars on Fund Investors’ Psyche.”
	August 12, 2011 – "If you can comfortably handle the payments while employed and in retirement, then a 30-year mortgage is a good, low-cost way to afford your dream house and enjoy the quality of life it will bring you," said Andy Tilp, MS of Trillium Financial Planning, LLC in Portland, OR in “Does it make sense to get a 30 year mortgage at age 45?.”
	August 10, 2011 – Andy Tilp, MS of Trillium Financial Planning, LLC in Portland, OR gave tax break tips in “Do I get a homeowner tax break when I sell a house that I inherited?”
	August 8, 2011 – In “Get with the Program,” an article about managed futures funds, Tony Noto, CFA of Noto Financial Planning pointed out that “Twenty years of studies of this kind of fund have shown that, after all the management fees, returns to investors are not much better than being in T-bills [US Treasuries].”
	August 6, 2011 – Jerry Davis, CPA/PFS of Jerry J Davis CPA PC, Andy Tilp, MS of Trillium Financial Planning, LLC, Derek Lenington, CFP® of Lenington Financial and Steve Wolfe, CFP® of Pathfinder Financial Advisors, LLC provided input on annuities in “Is an IRA annuity right for you?.”
	August 5, 2011 - Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC in San Bruno, CA wrote about how to make good decisions in a chaotic market in “Now What Should You Do?.”
	July 22, 2011 - Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC in San Bruno, CA wrote about how many people don’t realize that they pay for investment advice in “Is Investment Advice Really Free?.”
	July 19, 2011 - Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC in San Bruno, CA wrote about why having a good investment plan is the best protection against buying high and selling low in “Managing Risk with a Plan.”
	July 18, 2011 - "Real estate took a huge cut, whereas investments have largely recovered for many people," says Warren McIntyre, CFP® of VisionQuest Financial Planning LLC located in Troy, MI in the article “Boomers bank on smaller inheritance.”
	July 14, 2011 - Wayne Blanchard, CFP® of Money Professionals Group in Orlando, FL discussed why investors are showing disenchantment with money managers in “Americans Lose Faith in Stock Pickers.”
	July 12, 2011 – In “Why an Investment Advisor is like a Wagon Master,” Kent Grealish, CFP®, AIF® of Quacera Capital Management LLC discussed how advisors should provide clients with peace of mind.
	July 2011 – “If they’re going to live a long time, I don’t think they’ll be mad at me if they still have money left,” said Melody Townsend, CFP® of Townsend Financial Planning in Mount Sterling, KY in “The Coming Retirement Wave.”
	July 2011 – Celia Brugge, CFP®, MBA of Dogwood Financial Planning in Memphis, TN participated in a money makeover in “Taking Risky Bets in Search for Income.”
	June 20, 2011 – “Tax benefits are always dependent on circumstances. Every time you move, tax treatment could change," said Tony Noto, CFA of Noto Financial Planning in “Beware the mis-sellers.” Noto is located in Shanghai.
	June 26, 2011 – In “What’s on the menu? Working with small-fry clients,” Robert Schmansky, MA, CFP® of Clear Financial Advisors, LLC and Cheryl Krueger, CFP® of Growing Fortunes Financial Partners, LLC discussed their satisfaction in working with middle-class clients.
	June 25, 2011 - “People come to financial advisers hoping for a miracle. But we're not miracle workers,” stated Shawn Koch, JD, CFP® of Koch Financial Partners, LLC in “Smart Moves: Money diet can help buyers save for a home.” Koch is located in Portland, OR.
	June 22, 2011 - “Starting a life together with a debt burden is not a sound footing,” said Andy Tilp, MS of Trillium Financial Planning, LLC in “A Smart Couples’ Guide to Establishing a Wedding Budget.”
	June 20, 2011 – Jim Ludwick, CFP® of MainStreet Financial Planning, Inc. and Derek Kennedy, CFP® of Kennedy Wealth Management, LLC commented on strategies that individuals and families use in saving for retirement in “The Game Plan.”
	June 2, 2011 – In “One Month to Live,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA wrote an article on the importance of being prepared for the end of life.
	June 20, 2011 - Andy Tilp, MS of Trillium Financial Planning, LLC in Portland, OR said younger clients are opting for what they see as safe investments in “Advisers Worry Younger Clients are Playing It Too Safe.”
	June 2011 – In "Protecting Your Parents: How You Can Help," Jim Ludwick, CFP® of MainStreet Financial Planning, Inc. in Odenton, MD shared guidance to Baby Boomers who are helping elderly parents.
	May 2011 – Tony Noto, CFA of Noto Financial Planning in Shanghai was recommended as one of the first Fee-Only advisors for cross-border people in China in “Money TALK: Finding a Broker.”
	May 31, 2011 – “Preserving ready cash is vital,” said Andy Tilp, MS of Trillium Financial Planning, LLC in “Don’t Let Temporary Unemployment Torpedo Your Retirement Plan.”
	May 8, 2011 – Lara Lamb, CFP® of Lamb Financial Planning LLC in Encino, CA participated in a money makeover in “Performer with a volatile income yearns to own a house.”
	April 29, 2011 – “A mix of fees and hourly rates offers more flexibility,” suggested Robert Schmansky, MA, CFP® of Clear Financial Advisors in an article titled, “The Case for a Retainer.” Schmansky is located in West Bloomfield, MN.
	April 14, 2011 - "There is nothing so disturbing to one's well-being and judgment as to see a friend get rich," said Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA. Read more in “Performance Envy.”
	April 11, 2011 – In “Time is on Your Side: Tips for a Successful First Meeting with a New Financial Advisor,” Leisa Aiken, CFP®, CPA of Veo Financial Counsel LLC and Robert Schmansky, MA, CFP® of Clear Financial Advisors shared guidance on meeting with a new financial advisor.
	April 4, 2011 –"I decided to start charging hourly because it makes me accessible to middle-class folks," said Derek Kennedy, CFP® of Kennedy Wealth Management, LLC in Knoxville, TN. Read more in “Overhauling Financial Adviser’s Fee Schedule.”
	March 29, 2011 – Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA discussed why there are worse things than uncertainty in “The Behaviorist: Thank God For Uncertainty.”
	February 24, 2011 – In “9 Great Investment Moves You Should Make in Uncertain Times,” Andy Tilp, MS of Trillium Financial Planning, LLC in Portland, OR advised to “wait three days before you look at how your investments have reacted and another week or two to check whether the direst of predictions have any merit.”
	February 23, 2011 – In “Risk Amnesia,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA discussed how bull markets produce risk amnesia.
	January 26, 2011 – In “Muni Finance Experiments,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA wrote about the contest of ideas between Midwest states on taxes and spending.
	January 26, 2011 – In “Time for a Checkup?,” Kent Grealish, AIF®, CFP® of Quacera Capital Management LLC in San Bruno, CA advised that your po tfolio could use some preventive care too.
	January 22, 2011 – Warren F. McIntyre, CFP® of VisionQuest Financial Planning LLC in Troy, MI advised constructing a low-cost portfolio of exchange-traded funds in “College Saving Gets Trickier.”
	January 12, 2011 – Wayne Blanchard, CFP® of Money Professionals Group in Orlando, FL discussed the challenges of working with certain clients with special needs in “Dealing With A Psychologically Impaired Client.”

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2011 Press Coverage / Media Interest

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