• Who We Are
  • You, Our Client
  • What We Do
    • Pay-as-You Go Advice
    • Financial Plans
    • Portfolio Design
    • Investing Philosophy
  • Our Background
  • GETTING STARTED
  • Contact
  • Who We Are
  • You, Our Client
  • What We Do
    • Pay-as-You Go Advice
    • Financial Plans
    • Portfolio Design
    • Investing Philosophy
  • Our Background
  • GETTING STARTED
  • Contact

Covid-19 Update:  For the safety and welfare of our clients, no in-person visits will be held at this time.  Phone meetings or video conferencing are available for existing clients and for prospective engagements. 

THIS IS GARDEN FINANCIAL PLANNING:


Our Market​

We are located in Sugar Grove, IL, roughly an hour west of Chicago and a little south of Aurora.  We typically work with individuals, couples, and families in the northern Illinois area.

We also can provide virtual engagements for select clients.

Fee-Only, No Commissions

We don't believe that clients have to go it alone if they don't want to, and we don't do that either.  We are an office of Garrett Investment Advisors, a fee-only SEC Registered Investment Advisor.  We work with clients on a fiduciary basis.  This means that our sole loyalty is to you, our client.

Our Philosophy

Sound and practical financial advice, delivered at a fair price, with no minimum income or assets required, no long-term commitments, and no product sales.  It's as simple as that.

Visit our remaining web pages to learn about who we help and what we do!
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.  Garden Financial Planning may offer investment advisory services in the State of Illinois and in other jurisdictions where exempted.