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Affiliations

GPNAndrew Sloan is a member of the Garrett Planning Network, a nationwide network of independent, Fee-Only financial planners making competent, objective financial advice accessible to all people.  As committed consumer advocates and Fee-Only client fiduciaries, Garrett Planning Network members take seriously their commitment to serving the public's best interests by making competent, commission-free financial planning and advice accessible to all people.

Many financial advisors accept clients only if they meet certain income and net worth requirements. However, the Garrett members believe that professional, objective financial advice is something all Americans can use to help achieve their financial goals.  It is this belief that makes Bluegrass Financial Planning and the Garrett Planning Network proud to offer the same quality, professional advice to all clients, not just the affluent.

As a member of the Garrett Planning Network, we are able to utilize the collective wisdom of over 300 financial planning and allied professionals across the country.  Advice may be provided on an hourly, Fee-Only basis, which means that clients pay only for the time an advisor works with or for them.  Garrett members do not accept sales commissions or third-party compensation.

 


 

fi360Fi360 offers training, tools and resources to promote a culture of fiduciary responsibility and improve the decision-making processes of investment fiduciaries. The Center for Fiduciary Studies™ is the standards-setting body for fi360 which awards the Accredited Investment Fiduciary® (AIF®) Designation. The AIF Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation is the culmination of a rigorous training program, which includes a comprehensive examination and agreement to abide by the Code of Ethics.