Investment Philosophy: As a Financial Advisor, I can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
My approach to investing is straightforward: I focus on becoming your partner in building the future you desire. As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. My mission is to help my clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service. Garrett Wealth Management LLC financial planning, retirement financial planning.
Your Rights as an Investor: Quality Service
Full and Clear Reporting
Responsible Investment Advice
Prompt, Fair Resolution of Problems
Your Responsibilities As An Investor: Inform and Educate Yourself
Communicate With Your Garrett Wealth Management, LLC Representative
Keep Your Accounts Current
Use The Right Resources - Carefully