Anyone, any age looking for financial peace of mind can benefit from working with a good financial advisor either periodically or on a regular basis. Garrett Planning Network members serve people at all income levels and from all walks of life—whether the need is one quick question or ongoing financial assessment, management, and direction. Because their fees are on an hourly or portions-of-an hour basis, Garrett advisors offer an accessible option for beginners, middle-income Americans, and do-it-yourselfers to get quality financial and investment advice.
Garrett members also provide corporations and organizations financial education programs for employees or members.
Each individual’s situation is unique. Someone just starting out may need a detailed, long-term plan of action while someone else already on the road to achieving their goals simply may need a new strategy, professional insight, fine-tuning or second opinion of an existing plan. That’s why Garrett advisors work to custom tailor their services to meet each individual’s needs.
Goals can be short, intermediate, or long-term. Reducing current income tax liabilities, for example, is a short-term goal, while funding a child’s education an intermediate one, and enjoying a secure financial retirement a more long-term goal.
By focusing on cash flow, investments, taxes, pensions and retirement plans, estate planning, insurance issues, savings opportunities, and other general financial matters, Garrett Planning Network advisors can design a customized financial plan for you.