Your Personal Finance Fiduciary and Investment Consultant
About Kastler Financial Planning
Kastler Financial Planning is an office of Garrett Investment Advisors, LLC, a fee-only SEC-registered investment advisor firm. Our focus is on being a fiduciary to our clients through fee-only financial planning. We aim to serve all walks of life and income levels.
Unlike most financial advisors and planners, Kastler has taken an academic approach to preparing for his financial planning career by completing a Masters of Science degree in Finance (MSF) in 2016. Armed with a financial planning core, portfolio analysis and investment management, economics, business finance, statistics and accounting, Kastler is uniquely positioned as a finance consultant.
Kastler also has an undergraduate degree in Mathematics and Computer Science from Lawrence Technological University and was later elected by his employer to attend Harvard Business School for executive level education.
Kastler’s vision has been to offer personal finance education and consulting to his clients that is independent of product sales (non-commission) and to make his services available to clients of all income levels. As a non-commission fiduciary, Kastler is able to accomplish that goal and always put the best interest of the client first.
A passion for finance began in the early 2000’s within his church group community. Leading small groups in the “Financial Peace University” program, Kastler began to see the positive impact of finance education to all walks of life. Since then, he has been involved with other publicly available finance programs and in 2009 wrote his own workbook entitled “Get a G.R.A.S.P. on your Budget and your Cash” with a corresponding budgeting software program entitled “Family Series,” based on Microsoft Excel.
Combining his real life experiences, skills and academics, Kastler brings to clients unique value in developing a personalized financial plan. Helping you get out of debt, set realistic financial goals and develop a personalized strategy to get there is his ultimate goal.
If you are looking to better manage your life, family or business through sound financial advice and develop a complete financial plan, Kastler Financial Planning the consultant for you.
We want to be your financial Trusted Advisor.
Who We Serve
We serve all walks of life and all income levels with fee-only financial planning services. We do not impose a minimum fee for financial planning, which makes our services accessible to almost anyone. Our clients can be individuals and families just starting out, middle income “do-it-yourselfers,” and those nearing or in retirement. Whether in the form of a complete financial plan, a one-time review, a second opinion, or ongoing periodic advice, our services are tailored to the unique needs of our clients.
Examples of our financial planning services include:
- Cash flow and budgeting
- Risk management (Insurance planning)
- Retirement planning
- Education funding
- Investment advice
- Estate planning
- Tax planning
- Portfolio management services
Why Fee Only?
We do not sell or take commissions on any financial products. This philosophy ensures that we are always working in your best interest without the conflicts of interest associated with commission-based compensation. Our objective is to provide fiduciary level financial advice at a fair price – no minimum balances required. We want to be your financial Trusted Advisor.
To schedule your no obligation consultation Contact Us Today