A Broad-based Financial Planning Project is a wide-ranging and detailed analysis of the many aspects of your financial life. A Targeted Financial Planning Review is a more narrowly focused planning project designed to address one or two specific financial issues. Investment Consultation begins with a rigorous analysis of your existing portfolio of holdings.
Pyxis Financial Planning was started with the goal to provide objective and individually tailored financial planning advice to everyone. In order to accomplish this, we focus on a truly fee-only planning model that requires no minimum asset, net worth or fee amounts for our clients. In 30 years, $100,000 will become $432,194 if invested at 5% but $1,006,266 if invested at 8%.
Pyxis Financial Planning was started with the goal to provide objective and individually tailored financial planning advice to everyone. In order to accomplish this, we focus on a truly fee-only planning model that requires no minimum asset, net worth or fee amounts for our clients. In 30 years, $100,000 will become $432,194 if invested at 5% but $1,006,266 if invested at 8%.
Services
Pyxis Financial Planning offers a wide variety of individually tailored financial planning services to people from all walks of life. Everyone's situation and circumstances are unique, and as such our approach is flexible and can be personalized to meet each individual's needs. Pyxis Financial Planning offers investment advisory services through Garrett Investment Advisors, LLC. a Fee-Only SEC Registered Investment Advisor.
Pyxis Financial Planning offers a wide variety of individually tailored financial planning services. Everyone's situation and circumstances are unique, and as such our approach is flexible and can be personalized to meet each individual's needs. Our goal is to build a long-term relationship and to be your trusted resource for objective financial advice.
Pyxis Financial Planning was started with the goal to provide objective and individually tailored financial planning advice to everyone. In order to accomplish this, we focus on a truly fee-only planning model that requires no minimum asset, net worth or fee amounts for our clients. Jeff Euting, MBA, CFP, Financial Planner and Investment Advisor Representative, with an office in Avon, Connecticut.
Everyone's situation and circumstances are unique, and as such our approach is flexible and can be personalized to meet each individual's needs. The following is a high level outline of a typical financial planning project; we will work with you to adapt it to your specific needs during our introductory meeting.
We have adopted a Code of Ethics that establishes policies for ethical conduct; we accept the obligation no only to comply with all applicable laws and regulations but also to act in an ethical and professionally responsible manner in all professional services and activities. We agree to adhere to the Certified Financial Planner Board of Standards, Inc.'s Code of Ethics.
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