We Put Your
Interests
First...
We Believe You Deserve Access to Unbiased Financial Advice
- Our flat-rate financial planning process allows us to charge an hourly or fixed rate for our time, rather than selling you products you may or may not need.
- The process begins with us getting to know you, your goals, and your needs. (Don’t worry. We can help you with this)
- We will analyze all relevant data and present you with a comprehensive plan that outlines the recommended strategy.
- Our summary of recommendations will give you the information to implement the plan on your own, or if you like, we can assist with implementation.
Services
Personal
Planning
Building and maintaining your personal wealth requires specialized guidance. Whether you are saving for a house, need a savings plan for college, or you’re working on retirement, our financial planning process can help you create the right steps as you work towards your financial goals.
Investment
Management
Our investment advisors will help you identify your investment goals and guide you to take the necessary steps designed to maximize your returns while minimizing risk.
Retirement
Planning
Prepare for a comfortable retirement with our retirement financial planners who will analyze your assets and income, and identify sound strategies that strive to make your money last as long as you need.
Divorce
Financial Planning
Our Certified Divorce Financial Analysts® can help you clarify what the next chapter looks like for you on your own, and help you evaluate the financial impact of the choices you have, as well as advise on your financial planning and investment strategies moving forward.
Stock Compensation
Sale Strategy
Many executives of publicly traded companies receive a large share of their income in the form of stock. We work with them to understand how and when to sell shares to minimize taxes and ensure proper diversification in your investment portfolio.
Strategic
Inheritance Planning
Many people lose half their inheritance to thoughtless spending or mismanagement of investments. Having a strategic inheritance plan in place can help you avoid losses and will give you a plan to stretch your inheritance to last over time.
Meet The Team
Our team of financial planners can guide you in making the right financial decisions for your particular needs.
Service and attention are our top priority. At Guide My Finances, we work as a team ensure clients have a point of contact to get questions answered promptly, schedule appointments and to assist with transactions. Our team approach allows us to provide our clients the level of service they deserve.
Client Experiences
Schedule A Consultation
When was the last time you looked at your investment portfolio with your long-term goals in mind? Let’s discuss how we can help as you work towards achieving your financial goals.