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Hollis business owner returns with fresh ideas and
new technical knowledge
(HOLLIS,
New Hampshire) – Sherrill St. Germain,
principal of New Means Financial Planning, attended
the fourth annual Pathways to Success Retreat hosted
by The Garrett Planning Network (GPN), America’s
premier network of hourly, as-needed financial planners
(www.GarrettPlanningNetwork.com).
The event was held at the Doubletree Hotel in Overland
Park, Kansas from
August 5-8. Nearly 150 financial planners and allied
colleagues attended this business retreat, which included
31/2; days of practice management and technical
sessions aimed at enhancing financial planning professionals’ abilities
to better serve their clientele.
New Means Financial Planning is registered with the
state of New Hampshire as a Registered Investment Advisor.
The firm is affiliated with The Garrett Planning Network,
Inc., the nation’s leading and fastest growing
alliance of fee-only financial planners. Over the past
four years, journalists and other professionals have
hailed The Garrett Planning Network as a resource for “average
Americans” seeking independent, objective financial
planning and advice. Jonathon Pond, author of eleven
books on personal financial planning and host of the
PBS television show Money Help Is On The Way, says “The
Garrett Planning Network is THE best place to find
one-on-one financial planning for the tens-of-millions
of Americans who previously didn’t have access
to competent, trustworthy and objective financial planning
guidance.” Jonathan Clements, author three books
on personal financial planning and writer of the Getting
Going column for the Wall Street Journal, has mentioned
the network numerous times in his articles. On CNBC’s
Power Lunch, Clements recommended that consumers seek
out a fee-only financial advisor; he added “The
Garrett Planning Network is the organization I’m
really high on.”
While most financial planning firms cater only to
the high net worth client, New Means Financial Planning
makes its services available to those individuals and
families who are not wealthy but may need or want access
to competent financial advice on either an hourly,
as-needed basis or as part of a long-term advisory
relationship. The hourly-advice business model allows
middle income Americans, do-it-yourselfers and other
individuals who would like a second opinion or validation
of their financial decisions to receive competent,
objective advice without long-term contracts; clients
are not required to turn over their assets for management.
In addition, because services are rendered on a pure
fee-only basis (commission-free), there is no sales
pressure. Only 1% of the nation’s financial planning
firms are structured this way.
For more information about New Means Financial Planning,
call (603) 465-3485 or visit www.newmeans.com.
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