Kastler Financial Planning is an office of Garrett Investment Advisors, LLC, an SEC Registered Investment Advisor. We provide financial analysis and consulting services for our clients on a fee-only basis. We do not take any commissions from products such as life insurance, securities, mutual funds or any other financial products. We are a fiduciary to our client. We put the best interest of the client first in all our recommendations.
Hourly, fixed, or asset-based fee arrangements are available. Our services are available for individuals, couples, families, retirees, college students and business owners that are looking for:
- Objective financial advice without any ties to a particular financial product or financial strategy
- Education on and explanation of various financial scenarios
- “Do-it-yourself” financial plan start-up and on-going guidance
- Evaluation of existing financial plan or investment strategies
- Documented financial plan
Our financial services may include all of or some of the following, depending on your specific needs:
- Financial Planning
- Investment Consultation Services
- Educational Workshops
- Portfolio Monitoring Services
View/Download Garrett Investment Advisors, LLC, Form ADV Part 2A
View/Download Form ADV Part 2B for Michael T Kastler, Financial Planner and Investment Advisor Representative
The Kastler Financial Planning website may offer links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning website. These sites are managed by unaffiliated organizations that do not have a business relationship with Kastler Financial Planning or Garrett Investment Advisors, LLC. These links are only offered for use at your own discretion.
Kastler Financial Planning and Garrett Investment Advisors, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Kastler Financial Planning and Garrett Investment Advisors, LLC are not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors.
In every client engagement, we follow the 7 Principles of Financial Planning established by the Certified Financial Planner Board of Standards, Inc.’s Code
of Ethics. These principles include:
See our Services page for more information about our Financial Planning and Investment Management services.
All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner without the express written permission of Kastler Financial Planning. All text, articles and Kastler Consulting Group’s logos: © 2018 Kastler Financial Planning