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    What is a financial planner or advisor?

    What’s so different about Garrett Advisors?

    What does being a “fiduciary” mean?

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

    Does HFP provide comprehensive financial planning or simplified collaborative planning?

    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?

    Can you help me with any kind of securities?

    What is Huguenot Financial Planning’s investment philosophy?

    How do Huguenot Financial Planning members charge for periodic financial advice?

    Are Huguenot Financial Planning advisor fees tax deductible?

No, they are not. Unfortunately, the recent revamp of the U.S. tax code has removed this potential tax deduction. 

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