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The Your Best Path Financial Planning web site offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Your Best Path Financial Planning web site. These sites are managed by unaffiliated organizations that do not have a business relationship with Your Best Path Financial Planning or Garrett Investment Advisors, LLC. These links are only offered for use at your own discretion. Your Best Path Financial Planning and Garrett Investment Advisors, LLC do not provide, and are not responsible for, the product, service, or overall website content available on third-party sites. By providing links to these sites Your Best Path Financial Plannin and Garrett Investment Advisors, LLC are not promoting, approving or endorsing either the content of the sites or any product or service offered by the sites’ sponsors. Our privacy polices do not apply to linked websites. You should consult the privacy disclosures on each third-party site for further information. Third party web sites may provide different security features than the Your Best Path Financial Planning web site.

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. Your Best Path Financial Planning may offer investment advisory services in the State of Virginia and in other jurisdictions where exempted. Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

Garrett Portfolios is not a separate entity. “Garrett Portfolios” refers to a suite of portfolios offered by Garrett Investment Advisors, LLC and sub-advised by CGN Advisors, LLC. Justin Nichols is managing member, shareholder and President of Garrett Investment Advisors, LLC. He is also a principal owner and Chief Planning Officer of CGN Advisors, LLC. CGN Advisors, LLC is sub-advisor for Garrett Investment Advisors, LLC Insourced Investment Management Service, which may create a conflict of interest. A portion of the client’s investment management fee is paid to Garrett Investment Advisors, LLC for program administration and supervision, quarterly billing and cash management execution. A portion of the client’s investment management fee is paid to CGN Advisors, LLC for account open/transfer process, ongoing investment management, performance reporting and client portal. A portion of the client’s investment management fee may be paid to the Garrett Investment Advisors, LLC financial planner (Investment Advisor Representative (IAR)) for Investment Policy Statement (IPS) creation and updates, portfolio selection, ongoing client relationship management, client annual reviews and cash management planning. By law and by choice, Garrett Investment Advisors, LLC and CGN Advisors, LLC will always act in the best interest of the client.

All written content on this site is for in formation purposes only. Opinions expressed herein are solely those of Your Best Path Financial Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources, and no representations are made by our firm as to another party’s informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation.

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