Who We Help

Our Clients

Our clients include individuals and families who:

  • would like help knowing what to do with their investments, college savings, etc.
  • have hectic lives and want a financial plan to follow.
  • have excess cash reserves and would like recommendations on how to best allocate them.
  • know they want to save more to prepare for the future.
  • would like a second opinion on investment decisions they are making for themselves.
  • desire a fiduciary partner to help them maximize their finances.

Our clients also include small businesses owners who would like advice on retirement plans.

We don’t require a minimum net worth or minimum income. Our services are provided for an hourly fee, fixed fee or based on a percentage of assets (for those wishing to utilize investment management services). All fees are disclosed up front.

F.A.Q.

To answer these and other financial related questions, please contact us to schedule a free, no-obligation “Get Acquainted” meeting where we will discuss your needs and how we might be able to assist you.

Investments

  • Am I putting my hard-earned dollars to work in the right investments?
  • I pick my own investments. Can you give me a second opinion?
  • Am I paying hidden fees on my investments? How much am I paying in fees for my current investments? Can I reduce those costs?

Employee Retirement Plan/Retirement

  • What investments should I choose?
  • What pension option is the right one for my situation?
  • Should I rollover my account? If so, where would I put it and how should it be invested?
  • Can I retire and maintain my standard of living?
  • How soon can I retire?

Life's Major Events

  • Should I buy or rent a home? Should I refinance, upsize, downsize, do a reverse mortgage?
  • What’s the best way for me to save for college?
  • How should I save for a car, wedding, vacation, new business, etc.?
  • We’re getting married, what financial steps should we be considering? Should we merge our finances?
  • We’re planning to have a baby, what financial steps should we be considering now and after the baby arrives?
  • What should I do with my inheritance, bonus or other windfall?

Personal Finance

  • What can I do to improve my financial picture?
  • Am I in good financial shape?

Financial Worries

  • I can’t seem to save enough. What can I do to get ahead?
  • I’m a widow or widower. What do I do with my finances now?
© 2016 Financial Advocate For You. All rights reserved.

Investment advisor representative of and investment advisory services offered through Garrett Investment Advisors, LLC, a fee-only SEC registered investment advisor. Tel: (910) FEE-ONLY. Kristin Rogers may offer investment advisory services in the State of Minnesota and in other jurisdictions where exempted.