Personal planning, family peace.
Financial planning with Guidance Advisors is designed to reinforce personal connections that create financial peace of mind for you and everyone you love most.
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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 and explain your personal investment strategy as your financial transformation begins.
Start Writing Your Story
Time is precious and we value yours. Let’s find a date and time that works best for you to take part in a My Retirement Story planning session. Your initial meeting will last about one hour and is completely free of charge. This important hour lays the framework of a strong foundation and clear vision for your financial future.
Guidance Advisors is committed to intimately knowing our client’s stories and helping them achieve their life vision. Take control of your story today, your future self will thank you.
Your Story Elements
Three essential retirement planning elements let you control your financial future:
1. Taking time to understand your life vision to help set goals that support your family’s wellbeing.
2. Keeping a score rating of your retirement with a thorough statistical model of 1000+ different market outcomes to provide more confidence, no matter what the current market is doing.
3. Having a strategic plan that lets you know exactly what steps to take to achieve the future you desire.
Guidance Advisors is dedicated to focusing on each client's unique story, using relevant wisdom and empathy to help build a successful financial plan.
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
Comprehensive financial planning for your future.
Details
- Full service financial planning for those with wealth to manage or close to retirement.
- 5 personal meetings.
- Investment fund and allocation recommendations.
- Estate planning.
- Current & future tax filing strategies.
- Debt control and repayment planning.
My Financial Story
Start your finances on the right path.
Details
- Component financial planning for new investors.
- Two meetings totaling 2.5 hours.
- Explanation of corporate retirement plans.
- Personal financial behavior recommendations.
Feature comparison
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
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
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 | My Retirement Story | Complete Financial Plan | 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 |
Ready to plan?
Contact us to schedule your 1-hour worry-free My Retirement Story planning session today. We want to take care of you.
