MOAA ENDORSES GARRETT PLANNING NETWORK
Today, honest, trustworthy, and hard-working Americans are in need of financial help. But where can you go? Whom can you trust?
These are the words of Jennifer Openshaw, CEO, Family Financial Network and Host of Public Television’s “What’s Your Net Worth?”, when introducing Sheryl Garrett, CFP, creator of the Garrett Planning Network, the only nationwide financial planning network sanctioned by MOAA. Garrett was named one of the “Top 25 most influential people in financial planning” by Investment Advisor Magazine, May 2003.
At the Silicon Vallley Chapter’s October 27th luncheon, Julie A. Schatz and Jennifer Cray of Investor’s Capital Management of Menlo Park, a local Garrett Planning Network organization, set out to answer those questions and a lot more, specifically providing an overview of the financial planning process and services.
CDR Gordon Rollman, USN-Ret, an accomplished financial planning professional in his own right, having formed G. L. Rollman and Associates, a financial services and management consulting firm, said recently, “I have been in contact with the October 27th speakers and found them to be very competent, capable of providing solid assistance, and I would even recommend that members offer a planning session to children or others as a Christmas present, money worth spent.” Rollman, who holds a Master of Business Administration (MBA) degree from George Washington University, apparently knows a good deal when he sees one.
The founding principal of Investor’s Capital Management, Rich Chambers, said his firm is a fee-only organization and helps clients achieve financial quality of life and peace of mind with a comprehensive program that targets life planning and goals, and delivers long-term financial security to people from all walks of life and income brackets. “We offer ongoing, unbiased advice that incorporates goal-based investing with the many financial issues that clients confront. Our recommendations benefit our clients and only our clients.”
After outlining the basics of the personal financial planning process, Julie Schatz said, “You’d be surprised how much we can get done, how much value we can deliver, with a basic two hour session. We can’t do everything needing to be done, but we can tackle two or three of the most pressing issues.” The usual fee for such services is $200 per hour, but MOAA members receive a 20% discount. Julie, who has a B.S. in mechanical engineering from the University of Notre Dame and who worked for more than 20 years in various technical industries, is very close to being awarded the Certified Financial Planner practitioner designation. She can be reached at (650) 323-4705, e-mail: julies@feesonly.com, and website: www.feesonly.com.
Jennifer Cray demonstrated her capabilities by answering a variety of specific questions, most having to do with processes as well as contemporary financial issues. Having a B.A. degree in print journalism and an MBA from the University of Southern California, and having completed all requirements for the Certified Financial Planner certification, she has extensive experience with E*Trade Securities as a senior product manager, creating stock and option trading tools. She can be reached at telephone (650) 323-4706, e-mail: jenniferc@feesonly.com, and web site: www.feesonly.com.
MOAA provides assurance that people like Julie and Jennifer have strong capabilities to help with everyday financial management problems, and the best part is that all services are fee-only, with nobody working on commission, and nobody selling products. The only obligation is to MOAA members, the client.
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