Guidance Rooted In Relationships
Show your employees you take their dedication seriously, provide them with retirement plans that give peace of mind in the present and the future.
Personal planning, family peace.
Financial planning with Guidance Advisors is designed to foster personal connections that create financial security for you and everyone you love most.
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Your Best Story
is Just Starting
You deserve to enjoy your retirement, not worry about how you will be paying for it. Let’s make that happen together.
Financial Planning
Take control of your family’s story. Build a plan that provides financial peace of mind using Guidance Advisors’ expertise.
Retirement Plan Consulting
You care about your employees, let us help you show it. Retirement plan consulting creates a strong future for everyone involved.
Wealth Management
Preserve your wealth through an investment strategy that keeps up with today’s changing world.
Your Family First
Your family is unique, and so are your financial needs. Which is why finding prudent, personal financial advice is a crucial part of writing your family’s story.
Planning Peace
Keeping your loved ones safe in the present and the future through careful financial planning is made easier with help from Guidance Advisors. We desire to connect closely with our clients to understand their hopes, dreams, and financial needs.
A personal connection paired with our prudent and disciplined approach to investments will help build a strong financial foundation for you and your family.
Don’t spend your years worrying about the future, build a plan with Guidance Advisors and feel the peace a personal plan can bring. Meet with Guidance Advisors today.
Empowering Employees
Helping your staff feel empowered about their future through well formed, affordable retirement plans is vital to retaining top-quality employees. Guidance Advisors has experience in developing retirement plan options for nonprofits, small businesses, and growing enterprises.
From plan creation to employee investment education, we will walk with you through managing every aspect of your company’s retirement plans. Empower your employees and build company success with Guidance Advisor’s help now.
Wealth Preservation
It’s no secret, our world is rapidly changing but your financial wellbeing can remain stable with careful wealth management. Knowing when to keep or change investments, how much to spend, and how much to save can be an overwhelming task for someone to tackle alone. Guidance Advisors is here to be your partner in managing your wealth.
You share with us your goals, we review your current financial setup, and together we build a wealth management plan that keeps up with the world your family is living in. Let’s protect your wealth together starting today.
Mission statement
To help investors create, implement, and enjoy a clear vision of their retirement story.
Experienced Expertise
Guidance Advisors is built on a background of education, experience, and a desire to provide connected personal financial care for every client.
Strong Foundations
Todd Rechenbach begins using his business degree from The University of Tennessee to serve others through individual financial planning with Prudential. With a commitment to excellence he became branch manager in 1996.
Building Knowledge
Todd seeks the best ways to serve the needs of Tennessee natives and becomes part of the team at Campbell, Worden, & Associates. In 2001, his dedication turns into a partnership and a name change to Worden, Rechenbach, & Brooke.
Gifting Guidance
Years of hands-on education in financial advising and leadership experience opens the doors to Guidance Advisors. Allowing Todd to directly use relationships to build flourishing financial plans for companies and individuals.
Core Values
At Guidance Advisors our core values drive everything we do, giving us a passion for providing our clients with a secure and thriving financial future.
Client Focused
The cornerstone of our business with every detail existing to create an excellent client experience.
Relevant Wisdom
Timeless principles blend with experience, giving you relevant wisdom while creating a clear plan for your retirement.
Understanding
World-class guides are swift to hear and slow to speak, building a deep understanding of a client's needs in order to give prudent financial advice.
Disciplined
Discipline within our systems and processes creates a client experience that is consistent, efficient, and effective.
Unyielding Integrity
We vow to do right by our clients, taking seriously the trust client’s give us with their resources and their futures.
Prudence
Prudent wisdom and understanding inspires clients to practice a lifetime of careful, successful choices alongside counsel by advisors with good judgment of their resources.
Gratitude
Viewing every client as a gift compels us to give them our best effort.
Authentic Empathy
Through authentic engagement with a client’s hopes and dreams we create a plan that aligns with their goals.
What Makes Us Different
Our team is intent on establishing and growing meaningful relationships with our clients. We know that successful financial strategies are built on trust and longevity.
What Makes Us Different
We appreciate that no two customers are the same. We give time and care into personalizing a plan designed to help every person reach their unique goals and dreams.
What Makes Us Different
With over 20 years advising in corporate and personal retirement, we know that experience and education matters to us and directly benefits our clients. We lead the way in upholding the highest levels of education and professional experience.
Your Family First
Your family is unique, and so are your financial needs. Which is why finding prudent, personal financial advice is a crucial part of writing your family’s story.How We Help
You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings.
- Quality Q&A
- An opportunity to get to know each other, have your financial questions answered, and share with us your dreams for retirement and beyond.
- Understanding And Insight
- Together we refine an investment strategy designed uniquely for your dreams, giving authentic insight into your financial future.
- Explanation & Transformation
- We deliver & explain your personal investment strategy and help as your financial transformation begins.
Company Sponsored Retirement Plan
As the leader of your company or non-profit organization you have the talent to fill many roles. Master the responsibilities of being the fiduciary for your employees corporate sponsored 401(k) and 403(b) plans by partnering with Guidance Advisors to:
Meet Company Needs
Your company needs retirement plans that align with your company's goals and values.
Understand Employee Wants
Guidance Advisors are great listeners, building relationships that help us provide plans that support employee visions.
Educate Employees
With years of experience, we have the knowledge to empower your employees with education about their investment options.
Diversify Investment Options
Your company needs retirement plans that align with your company's goals and values.
Meet Company Needs
Your company needs retirement plans that align with your company's goals and values.
Meet Company Needs
Your company needs retirement plans that align with your company's goals and values.
Meet Company Needs
Your company needs retirement plans that align with your company's goals and values.
Meet Company Needs
Your company needs retirement plans that align with your company's goals and values.
How it works
Quality Questions
No matter the service, taking time to get to know each other through asking a few quality questions and answering yours sets the stage for success.
Build Understanding
Together we map out a personal financial plan, corporate wide retirement options, or wealth management strategies that take the stress out of making financial decisions.
Explain and Transform
Plans become actions that create transformation of personal dreams, company quality, and financial futures.
Custom Financial Services
High quality plans to fit every need.
Custom Financial Services
My Retirement Story
Retirement readiness education and goal setting.
Details
- 2 Meetings totaling 1.5 hours.
- Education for employees entering corporate retirement plans.
- Find out your retirement readiness score.
- Receive a plan of action steps for retirement saving.
My Complete Financial Plan
2nd Retirement readiness education and goal setting.
Details
- 2 Meetings totaling 1.5 hours.
- 2nd Education for employees entering corporate retirement plans.
- Find out your retirement readiness score.
- Receive a plan of action steps for retirement saving.
My Financial Story
3rd Retirement readiness education and goal setting.
Details
- 2 Meetings totaling 1.5 hours.
- 3rd Education for employees entering corporate retirement plans.
- Find out your retirement readiness score.
- Receive a plan of action steps for retirement saving.
Feature comparison
Short 1 My Retirement Story
Retirement Income Education
- Investor Profile
- Yes
- Monte Carlo Analysis
- Yes
- Employer Match Received
- Yes
- Action Item Suggestions
- Yes
- Allocation Recommendations
- No
- Investment Recommendations
- No
- Beneficiary Arrangement
- No
- Life Insurance Coverage
- No
- Passive Income & Pension Strategy
- No
- Tax filing strategy
- No
Short 2 Complete Financial Plan
Comprehensive Retirement and Investment Planning Services
- Investor Profile
- Yes
- Monte Carlo Analysis
- Yes
- Employer Match Received
- Yes
- Action Item Suggestions
- Yes
- Allocation Recommendations
- Yes
- Investment Recommendations
- Yes
- Beneficiary Arrangement
- Yes
- Life Insurance Coverage
- Yes
- Passive Income & Pension Strategy
- Yes
- Tax filing strategy
- Yes
Short 3 My Financial Story
Retirement, Investments, & Life Insurance
- Investor Profile
- Yes
- Monte Carlo Analysis
- Yes
- Employer Match Received
- Yes
- Action Item Suggestions
- Yes
- Allocation Recommendations
- Yes
- Investment Recommendations
- Yes
- Beneficiary Arrangement
- No
- Life Insurance Coverage
- No
- Passive Income & Pension Strategy
- No
- Tax filing strategy
- No
Feature comparison
Feature | Short 1 My Retirement Story | Short 2 Complete Financial Plan | Short 3 My Financial Story |
---|---|---|---|
Investor Profile | Yes | Yes | Yes |
Monte Carlo Analysis | Yes | Yes | Yes |
Employer Match Received | Yes | Yes | Yes |
Action Item Suggestions | Yes | Yes | Yes |
Allocation Recommendations | No | Yes | Yes |
Investment Recommendations | No | Yes | Yes |
Beneficiary Arrangement | No | Yes | No |
Life Insurance Coverage | No | Yes | No |
Passive Income & Pension Strategy | No | Yes | No |
Tax filing strategy | No | Yes | No |
Your Team
Title first
You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings. You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Breakup title
Our process is designed to build your best personal financial plan in just three key meetings.You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings.You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings.You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings.You work hard for each dollar you earn, but knowing how to make your money work for you long term can be overwhelming. Having someone caring and knowledgeable to help you define your goals, explore investment opportunities, and maximize your income’s value is key to securing your family’s financial future while maintaining your own peace of mind.
Our process is designed to build your best personal financial plan in just three key meetings.
Core Values
At Guidance Advisors our core values drive everything we do, giving us a passion for providing our clients with a secure and thriving financial future.
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