FREQUENTLY ASKED QUESTIONS

What is financial planning?

What is a financial planner or advisor?

What’s so different about Garrett advisors?

Don’t I have to have lots of money to need or get a good advisor?

How can a financial advisor help me?

What if I want or need to buy investment or insurance products? How do I do that?

Do Garrett advisors provide just comprehensive financial planning?

My spouse and I need help and guidance getting started building for our financial future. Will a Garrett advisor accept us as clients?

I already have substantial assets and am doing quite well financially—I think. Can you help me?

I’m in charge of the retirement plans and employee benefits at my company and would like to get more employees to participate. How can you help us?

If I use a Garrett member to develop a financial plan, am I obligated to purchase the recommended products?

What is the Garrett Planning Network’s investment philosophy?

How does a Garrett Planning Network advisor select investments for a client?

How do Garrett members charge for periodic financial advice?

Once my financial plan or project is finished, will our relationship end?

What other questions should I be asking?

How do I get started?